PENSION ARCHITECTS ADVISORY GROUP, LLC
CRD #145242 SEC #801-68407 PASADENA, CA 626-795-3062
SEC Registered
Total AUM
$534.1M
Discretionary
$148.8M
Employees
1
Clients
0
Accounts
53
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 30, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BRACE, SARAH, ABIGAIL | I | CHIEF COMPLIANCE OFFICER | NA | |
| BRACE, SARAH, ABIGAIL | I | CHIEF COMPLIANCE OFFICER | NA | |
| WALTERS, ELIZABETH, M. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALTERS, ELIZABETH, M. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALTERS, ELIZABETH, M. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALTERS, ELIZABETH, M. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALTERS, ELIZABETH, M. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALTERS, ELIZABETH, M. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALTERS, ELIZABETH, M. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WATANABE, CRAIG, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | |
| PENNIALL, DAVID, R. | I | MANAGER | D | Control |
| PENNIALL, DAVID, R. | I | MANAGER | D | Control |
| PENNIALL, DAVID, R. | I | MANAGER | D | Control |
| PENNIALL, DAVID, R. | I | MANAGER | D | Control |
| PENNIALL, DAVID, R. | I | MANAGER | D | Control |
| PENNIALL, DAVID, R. | I | MANAGER | D | Control |
| PENNIALL, DAVID, R. | I | MANAGER | D | Control |
| PENNIALL, DAVID, R. | I | MANAGER | D | Control |
| PENNIALL, DAVID, R. | I | MANAGER | D | Control |
| PENNIALL, DAVID, R. | I | MANAGER | D | Control |
| STEELE, PHILIP, EDWARD | I | MANAGER | C | Control |
| STEELE, PHILIP, EDWARD | I | MANAGER | C | Control |
| STEELE, PHILIP, EDWARD | I | MANAGER | C | Control |
| STEELE, PHILIP, EDWARD | I | MANAGER | C | Control |
| STEELE, PHILIP, EDWARD | I | MANAGER | C | Control |
| STEELE, PHILIP, EDWARD | I | MANAGER | C | Control |
| STEELE, PHILIP, EDWARD | I | MANAGER | C | Control |
| STEELE, PHILIP, EDWARD | I | MANAGER | C | Control |
| STEELE, PHILIP, EDWARD | I | MANAGER | C | Control |
| STEELE, PHILIP, EDWARD | I | MANAGER | C | Control |
| STEELE, SHARON | I | MEMBER | B | |
| STEELE, SHARON | I | MEMBER | B | |
| STEELE, SHARON | I | MEMBER | B | |
| STEELE, SHARON | I | MEMBER | B | |
| STEELE, SHARON | I | MEMBER | B | |
| STEELE, SHARON | I | MEMBER | B | |
| STEELE, SHARON | I | MEMBER | B | |
| STEELE, SHARON | I | MEMBER | B | |
| STEELE, SHARON | I | MEMBER | B | |
| STEELE, SHARON | I | MEMBER | B |
Registrations
Federal
IA
Mar 30, 2012 REGISTERED
Notice Filings (1)
CA
Address
123 S. MARENGO AVENUE,SUITE 200
PASADENA, CA 91101
United States
Phone: 626-795-3062