Pension Portfolio Management, LLC is a related adviser based in Lansing. It manages $68.56 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Michigan.
Pension Portfolio Management provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Pension Portfolio Management, LLC is $68.56 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Pension Portfolio Management, LLC for their services and products based on a percentage of assets under management. 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.
The principal office where Pension Portfolio Management, LLC performs its advisory services is located at 4086 Legacy Parkway, Lansing, MI 48911, 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 517-316-2400 or by fax 517-316-2401. The normal business hours are 8:00am to 5:00pm on Monday - Friday.