Pension Parameters Financial Services, Inc.
Firm details
- Headquarters
- Aberdeen, New Jersey
- CRD number
- 110405
- Registered since
- October 31, 1991
- Website
- pensionparameters.com
- Fee structure
- Percentage of AUM
- Client types
- Pension & Profit Sharing Plans97.28%
- Individuals2.72%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Pension Parameters Financial Services, Inc. is a New Jersey–registered corporate advisory firm that serves both individual/family and institutional clients. The firm is owned by an individual and bills clients on a percentage-of-AUM basis. Its stated advisory activities include portfolio management for individuals and small businesses and pension consulting services. The firm reports it is not a multi-state adviser and does not identify as an active ESG investor. Pension Parameters is classified as unclassified in the snapshot data and is not identified as a capital allocator or a related adviser. Its operating footprint and service mix suggest a focus on fee-based discretionary relationship management executed via pooled and packaged public funds rather than direct alternative-manager allocations.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds99%
- Exchange Traded Equities1%
Owners & executives
2 of 2
Pauline Dana-bashian
Chief Compliance OfficerCRD 4773156

Marjorie Mantas
Chief Investment OfficerCRD 5151891
Contacts
1 of 1Kevin Mccormack
PresidentCRD 4390909
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Aberdeen, NJ
Monmouth
Location
Aberdeen, NJ
Headquartered in Aberdeen, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Monmouth
- Address
- 675 Line Rd
- Time zone
- ET (UTC-5)
- Office locations
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