Pension Performance Advisors, LLC (Laguna Hills)

Name: Pension Performance Advisors, LLC
Address: 23046 Avenida De La Carlota, Laguna Hills, CA, 92653
Telephone: 949-831-6311

Pension Performance Advisors, LLC is a large advisory firm based in Laguna Hills. It manages $36.86 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of California.

Pension Performance Advisors provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Pension Performance Advisors: assets under management

The assets under management (AUM) of Pension Performance Advisors, LLC is $36.86 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 23% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $36.86 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $12.29 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pension Performance Advisors, LLC for their services and products based on a percentage of assets under management, 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.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Phillip Scott Vigil	Shareholder	1 Mar 2003	75% - 100%	2693782

Based in Laguna Hills

The principal office where Pension Performance Advisors, LLC performs its advisory services is located at 23046 Avenida De La Carlota, Laguna Hills, CA 92653 The mailing address of the firm is 26895 Aliso Creek Road, Aliso Viejo, CA 92656 5301. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 949-831-6311 or by fax 949-916-9103. The normal business hours are 8 am - 5 pm on Monday - Friday. You can find more information about the New York firm at www.ppadvisors.net.

Pension Performance Advisors, LLC (Laguna Hills)

Pension Performance Advisors: assets under management

Fees & Commissions

Indirect Owners

Based in Laguna Hills

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