This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Apex · State Street
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-01-2024
- Office Locations
- 1
Office Locations
About Pensionbee
PensionBee is a SEC-registered digital retirement platform helping U.S. individuals roll over and consolidate old 401(k)s/IRAs into Traditional, Roth, or SEP IRAs, contribute via linked bank accounts, and invest in five ETF-based model portfolios (including target date and climate) powered by State Street. Differentiators include an electronic rollover workflow in an award-winning app and a dedicated “BeeKeeper” support manager; offers a 1% match for eligible rollovers.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Matthew Ronald Cavanagh
Advisor, Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
ROMINA ROUSSLANOVA SAVOVA
Chief Executive Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,039,787 | $11,710 |
| Non-Discretionary | $0 | -- |
| Total | $4,039,787 | $11,710 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing