PENSION FUND EVALUATIONS, INC.
CRD #10985 SEC #801-15614 CENTEREACH, NY 631-585-8282
SEC Registered Broker-Dealer Disclosures
Total AUM
--
Discretionary
--
Employees
3
Clients
--
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $755.9M | $0 | $755.9M | 4 | 21 |
| Apr 2020 | $657.8M | $0 | $657.8M | 4 | 21 |
| Apr 2019 | $620M | $0 | $620M | 4 | 21 |
| Mar 2018 | $600M | $0 | $600M | 4 | 20 |
DateMar 2021
Total AUM$755.9M
Discretionary$0
Non-Disc.$755.9M
Employees4
Clients21
DateApr 2020
Total AUM$657.8M
Discretionary$0
Non-Disc.$657.8M
Employees4
Clients21
DateApr 2019
Total AUM$620M
Discretionary$0
Non-Disc.$620M
Employees4
Clients21
DateMar 2018
Total AUM$600M
Discretionary$0
Non-Disc.$600M
Employees4
Clients20