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World Investment Advisors (formerly Pensionmark)

Financial Services

Specialities :
401(k) profit sharing
Executive deferred compensation
Defined benefit pension
Not-for-profit
Wealth management

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
$1.68M
size-icon Size
51 - 200
About Us
Org Charts
Employees
Buyer Intent
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Frequently Asked Questions About World Investment Advisors (formerly Pensionmark)

What does World investment advisors (formerly pensionmark) do?+

World Investment Advisors, formerly Pensionmark Financial Group, is a network of more than 350 advisors and staff across more than 65 U.S. locations that supports $55B* in assets and thousands of retirement plan and wealth management clients. The World Investment Advisors network of professionals includes wealth management, defined contribution, defined benefit, terminal funding, not-for-profit and executive/deferred compensation specialists. For more information, please visit www.worldadvisors.com. Meet the management team: https://worldadvisors.com/management-team Find an Advisor: https://worldadvisors.com/find-an-advisor *As of 12/31/2023, the World Investment Advisors network of advisors and firms collectively provides support to over $55.4 billion in assets across a variety of channels including...

What are World investment advisors (formerly pensionmark)'s specialties? +

401(k) profit sharing,executive deferred compensation,defined benefit pension,not-for-profit,wealth management,retirement planning,and financial planning

What is World investment advisors (formerly pensionmark)'s industry? +

World investment advisors (formerly pensionmark) operates in the Financial services industry.

What is World investment advisors (formerly pensionmark)'s revenue? +

World investment advisors (formerly pensionmark)'s revenue is 11m - 100m

What is World investment advisors (formerly pensionmark)'s company size? +

World investment advisors (formerly pensionmark) has 51 - 200 employees.

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