Assets Under Management
$142.0M
Number of Clients
568
Number of Advisors
2
Average Client AUM
$250K
AUM per Advisor
$71.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
The Pension Group (TPG) provides personalized investment management, financial planning, and consulting services. Investment management may be provided jointly with third-party managers. Financial planning includes reviewing financial objectives, asset allocation, cash flow management, tax planning, insurance, retirement planning, and estate planning. Services are tailored to individual client needs.
700 Stonehenge Parkway, Suite B, Dublin, OH, 43017