Pension Consulting Alliance, LLC is a pension cosultant based in Portland. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of California, New York, Oregon, and Tennessee.
Pension Consulting Alliance provides pension consulting services and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The advisory firm has several streams of revenue. Clients pay Pension Consulting Alliance, LLC for their services and products based on hourly charges and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Pension Consulting Alliance is pension and profit sharing plans with 32 clients and $0 of assets under management. Among the 4 most similar advisory firms, Pension Consulting Alliance has the highest percentage of pension and profit sharing plans out of all clients.
None of the firm’s clients are foreign persons or businesses.
Pension Consulting Alliance doesn't advise any private funds.
The company employs 29 people that are either part- or full-time employees. 97 percent of the employees work as investment advisers or researchers. 7 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Pension Consulting Alliance, LLC is owned by Neil Allen Rue. Ethan Samson joined the executive team most recently as the Chief Compliance Officer.
The principal office where Pension Consulting Alliance, LLC performs its advisory services is located at 411 Nw Park Avenue, Portland, OR 97209, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 503-226-1050 or by fax 503-226-7702. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at pensionconsulting.com.