CRD: 110405
Pension Parameters Financial Services, Inc.
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-2004
- Office Locations
- 1
Office Locations
About Pension Parameters Financial Services, Inc.
Pension Parameters Financial Services is an Aberdeen, NJ-based advisor serving retail and institutional clients with retirement plan consulting, financial planning, and asset management, often for business owners and entrepreneurs. The firm emphasizes highly personalized, responsive service—clients reach a live person and the team will meet on-site when needed. Investment approach centers on asset allocation using public funds such as mutual funds and fixed income.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KEVIN FRANCIS MCCORMACK
President
- CRD
- #4390909
- Ownership
- 75% or more
PAULINE DANA-BASHIAN
Chief Compliance Officer, Investment Advisor
- CRD
- --
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $137,621,361 | $1,454,883 |
| Total | $137,621,361 | $1,454,883 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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