Mallory
Van Leeuwen
Pensionmark Financial Group, LLC
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About this Advisor
Mallory Van Leeuwen is a financial advisor based in Santa Barbara, California, working with Pensionmark Financial Group, LLC. Mallory has previously held positions at Lpl Financial LLC, Independent Financial Partners, Pensionmark Financial Group Dba/Pensionmark Wealth Management, Capfinancial Securities, LLC, Pensionmark Securities, LLC, and Pensionmark Dba Cloudbreak Financial. Mallory has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Mallory is part of Pensionmark Financial Group, LLC, which operates out of Santa Barbara, California. The firm has 59 offices and 324 employees. The firm manages assets totaling $37.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Pensionmark Financial Group, LLC includes asset-based, hourly, and fixed fees.
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Pensionmark Financial Group, LLC Brokerage Details
$37,759,764,327
324
11,973
$3,153,743
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Mallory Van Leeuwen Work History
Pensionmark Securities, LLC
Pensionmark Financial Group Dba/Pensionmark Wealth Management
Pensionmark Dba Cloudbreak Financial
Capfinancial Securities, LLC
Lpl Financial LLC
Independent Financial Partners
Disclosures
Please visit the SEC profile of Mallory Van Leeuwen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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