Ana
Ake
Pensionmark Financial Group, LLC
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About this Advisor
Ana Ake is a financial advisor working in Phoenix, Arizona, with 1 year of relevant experience. Ake is on the advisory team at Pensionmark Financial Group, LLC. Their career trajectory has included roles at The Vanguard Group, Inc, Bank Of America, Scottsdale Plaza Resort, Arizona State University, Jds Lounge At Scottsdale Plaza, Edible Arrangements, Homesmart, Re/Max Ascend Realty, Sequoia Consulting Group, Pensionmark Securities, LLC, Pensionmark Financial Group and Home Smart. Ake maintains Series 63 and Series 66 licenses, designating them as a securities broker, and is approved to serve investors in Arizona, California and New York. Pensionmark Financial Group, LLC is a registered investment business based out of Santa Barbara, CA. It has offices in 59 locations and a total of 244 people on staff. It handles $27 billion in total assets between its 7,380 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides services to 142 charities and foundations. Of its 7,380 customer accounts, just 4% are held by high-net-worth clients who have at least $1 million in assets. The advisory firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules vary depending on the services provided. However, fees billed by Pensionmark Financial Group, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pensionmark Financial Group, LLC Brokerage Details
$26,622,603,339
244
7,380
$3,607,399
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Ana Ake Work History
Ana has been registered as a financial advisor for 1 years.*
Sequoia Consulting Group
Pensionmark Securities, LLC
Pensionmark Financial Group
Home Smart
Re/Max Ascend Realty
Homesmart
Edible Arrangements
Jds Lounge At Scottsdale Plaza
The Vanguard Group, Inc
Scottsdale Plaza Resort
Bank Of America
Arizona State University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ana Ake to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pensionmark Financial Group, LLC
South Burlington, VT
Santa Barbara, CA
Fort Mill, SC
San Mateo, CA
Madison, WI
San Antonio, TX
Brentwood, TN
Los Angeles, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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