ONE RESOURCE GROUP WEALTH MANAGEMENT LLC
Legal name: THE PENSION GROUP
CRD #293819 SEC #801-132293 DUBLIN, OH 614-423-4600
SEC Registered
Total AUM
$142M
Discretionary
$142M
Employees
8
Clients
0
Accounts
744
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 3, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DUNSMORE, LAURIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DUNSMORE, LAURIE, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Martinez, Michael, John | I | MANAGING MEMBER | E | Control |
| Martinez, Michael, John | I | MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Mar 3, 2025 REGISTERED
Notice Filings (6)
AL CA FL NC OH SC
Address
700 STONEHENGE PARKWAYSUITE B
DUBLIN, OH 43017
United States
Phone: 614-423-4600