FLORIN PENSIONS LLC

RIASEC RegisteredEst. 2012
Total AUM
Avg account
$0
Accounts
0
Employees
5
Advisory reps
4

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
161038
Registered since
February 17, 2012
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Florin Pensions LLC is a limited liability company that has been SEC-registered since 2012 and operates across multiple states. The firm is owner-operated (individual owner type) and is characterized in FINTRX as a capital allocator whose primary advisory activity is the selection of other advisers. Its fee arrangement is listed as "Other," and it does not identify as an active ESG investor. The firm is not categorized as a pension consultant, is not a newly formed adviser, and has no related adviser relationships noted.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • EMMA COCKERTON

    Founder & CEOCRD 6006114

Contacts

3 of 3
  • CHARLES COCKERTON

    FounderCRD 6006119

  • JOHN TUNSTALL

    Senior Wealth AdvisorCRD 6033492

  • Kelci Laam

    Administration ManagerCRD 7734625

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
315 Montgomery St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth