Company Information

Get to know Pensionmark, A World Company

Founded in 1988, Pensionmark has grown into a prominent retirement plan consulting firm in the United States. As part of World Insurance Associates LLC ("World Company"), it delivers independent and unbiased advice to plan sponsors and participants. The company's mission is to provide fiduciary guidance and comprehensive financial services, including investment advisory, participant education, and financial wellness programs. They also offer private wealth management services to individuals and families, focusing on holistic financial planning and investment strategies.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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Pensionmark, A World Company

United States

Founded in

1988 (38 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

Security Information :

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ASIC

Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.