Pension Consulting Services Inc (Uniontown)


Pension Consulting Services Inc is an adviser based in Uniontown. It manages $67.93 million of regulatory assets for 276 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Ohio.

Pension Consulting Services provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Pension Consulting Services: assets under management

The assets under management (AUM) of Pension Consulting Services Inc is $67.93 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $67.93 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $246.14 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pension Consulting Services Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Uniontown

The principal office where Pension Consulting Services Inc performs its advisory services is located at 1531 Boettler Road, Uniontown, OH 44685, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 330-896-2900 or by fax 330-896-2910. The normal business hours are 8:00-5:00 on Monday - Friday. You can find more information about the New York firm at www.pcsinvest.com.