PENSION CONSULTANTS INC
CRD #113914 SEC #801-56704 SPRINGFIELD, MO 417.889.4918
SEC Registered
Total AUM
$4.9B
Discretionary
$2.4B
Employees
18
Clients
0
Accounts
146
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $4.9B | $2.4B | $2.6B | 18 | 5 |
| Feb 2025 | $4.9B | $2.4B | $2.6B | 18 | 5 |
| Mar 2024 | $4.4B | $1.9B | $2.5B | 20 | 7 |
| Feb 2023 | $4.3B | $2.1B | $2.2B | 18 | 7 |
| Jul 2022 | $5.1B | $2.4B | $2.7B | 19 | 8 |
| Jun 2022 | $5.1B | $2.4B | $2.7B | 19 | 8 |
| May 2022 | $5.1B | $2.4B | $2.7B | 19 | 8 |
| Mar 2022 | $5.1B | $2.4B | $2.7B | 19 | 8 |
| Mar 2022 | $5.1B | $2.4B | $2.7B | 19 | 8 |
| Apr 2021 | $4.4B | $2B | $2.4B | 20 | 5 |
| Mar 2021 | $4.4B | $2B | $2.4B | 20 | 5 |
| Jun 2020 | $3.8B | $1.6B | $2.2B | 20 | 3 |
| Mar 2020 | $3.8B | $1.6B | $2.2B | 20 | 3 |
| Nov 2019 | $3.3B | $1.2B | $2.1B | 15 | 7 |
| Aug 2019 | $3.3B | $1.2B | $2.1B | 22 | 7 |
| Apr 2019 | $3.3B | $1.2B | $2.1B | 22 | 7 |
| Mar 2019 | $3.3B | $1.2B | $2.1B | 22 | 7 |
| Sep 2018 | $3.4B | $1.1B | $2.3B | 23 | 5 |
| May 2018 | $3.4B | $1.1B | $2.3B | 23 | 5 |
| Mar 2018 | $3.4B | $1.1B | $2.3B | 23 | 5 |
| Mar 2017 | $2.9B | $854.5M | $2.1B | 21 | 100 |
| Dec 2016 | $258.5M | $258.5M | $0 | 22 | 100 |
| Oct 2016 | $258.5M | $258.5M | $0 | 22 | 100 |
| Aug 2016 | $258.5M | $258.5M | $0 | 22 | 100 |
| Jun 2016 | $258.5M | $258.5M | $0 | 22 | 100 |
| Mar 2016 | $258.5M | $258.5M | $0 | 22 | 100 |
| Feb 2016 | $258.5M | $258.5M | $0 | 22 | 100 |
| Jan 2016 | $0 | $0 | $0 | 23 | 200 |
| Nov 2015 | $0 | $0 | $0 | 23 | 200 |
| Sep 2015 | $0 | $0 | $0 | 23 | 200 |
| Sep 2015 | $0 | $0 | $0 | 23 | 200 |
| Aug 2015 | $0 | $0 | $0 | 23 | 200 |
| Aug 2015 | $0 | $0 | $0 | 23 | 200 |
| Jun 2015 | $0 | $0 | $0 | 23 | 200 |
| Mar 2015 | $0 | $0 | $0 | 23 | 200 |
| Feb 2015 | $0 | $0 | $0 | 23 | 200 |
DateMar 2025
Total AUM$4.9B
Discretionary$2.4B
Non-Disc.$2.6B
Employees18
Clients5
DateFeb 2025
Total AUM$4.9B
Discretionary$2.4B
Non-Disc.$2.6B
Employees18
Clients5
DateMar 2024
Total AUM$4.4B
Discretionary$1.9B
Non-Disc.$2.5B
Employees20
Clients7
DateFeb 2023
Total AUM$4.3B
Discretionary$2.1B
Non-Disc.$2.2B
Employees18
Clients7
DateJul 2022
Total AUM$5.1B
Discretionary$2.4B
Non-Disc.$2.7B
Employees19
Clients8
DateJun 2022
Total AUM$5.1B
Discretionary$2.4B
Non-Disc.$2.7B
Employees19
Clients8
DateMay 2022
Total AUM$5.1B
Discretionary$2.4B
Non-Disc.$2.7B
Employees19
Clients8
DateMar 2022
Total AUM$5.1B
Discretionary$2.4B
Non-Disc.$2.7B
Employees19
Clients8
DateMar 2022
Total AUM$5.1B
Discretionary$2.4B
Non-Disc.$2.7B
Employees19
Clients8
DateApr 2021
Total AUM$4.4B
Discretionary$2B
Non-Disc.$2.4B
Employees20
Clients5
DateMar 2021
Total AUM$4.4B
Discretionary$2B
Non-Disc.$2.4B
Employees20
Clients5
DateJun 2020
Total AUM$3.8B
Discretionary$1.6B
Non-Disc.$2.2B
Employees20
Clients3
DateMar 2020
Total AUM$3.8B
Discretionary$1.6B
Non-Disc.$2.2B
Employees20
Clients3
DateNov 2019
Total AUM$3.3B
Discretionary$1.2B
Non-Disc.$2.1B
Employees15
Clients7
DateAug 2019
Total AUM$3.3B
Discretionary$1.2B
Non-Disc.$2.1B
Employees22
Clients7
DateApr 2019
Total AUM$3.3B
Discretionary$1.2B
Non-Disc.$2.1B
Employees22
Clients7
DateMar 2019
Total AUM$3.3B
Discretionary$1.2B
Non-Disc.$2.1B
Employees22
Clients7
DateSep 2018
Total AUM$3.4B
Discretionary$1.1B
Non-Disc.$2.3B
Employees23
Clients5
DateMay 2018
Total AUM$3.4B
Discretionary$1.1B
Non-Disc.$2.3B
Employees23
Clients5
DateMar 2018
Total AUM$3.4B
Discretionary$1.1B
Non-Disc.$2.3B
Employees23
Clients5
DateMar 2017
Total AUM$2.9B
Discretionary$854.5M
Non-Disc.$2.1B
Employees21
Clients100
DateDec 2016
Total AUM$258.5M
Discretionary$258.5M
Non-Disc.$0
Employees22
Clients100
DateOct 2016
Total AUM$258.5M
Discretionary$258.5M
Non-Disc.$0
Employees22
Clients100
DateAug 2016
Total AUM$258.5M
Discretionary$258.5M
Non-Disc.$0
Employees22
Clients100
DateJun 2016
Total AUM$258.5M
Discretionary$258.5M
Non-Disc.$0
Employees22
Clients100
DateMar 2016
Total AUM$258.5M
Discretionary$258.5M
Non-Disc.$0
Employees22
Clients100
DateFeb 2016
Total AUM$258.5M
Discretionary$258.5M
Non-Disc.$0
Employees22
Clients100
DateJan 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees23
Clients200
DateNov 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees23
Clients200
DateSep 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees23
Clients200
DateSep 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees23
Clients200
DateAug 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees23
Clients200
DateAug 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees23
Clients200
DateJun 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees23
Clients200
DateMar 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees23
Clients200
DateFeb 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees23
Clients200