Pension Fund Evaluations, Inc. (Centereach)
Pension Fund Evaluations, Inc. is a pension cosultant based in Centereach. It manages $620 million of regulatory assets for 21 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New York.
Pension Fund Evaluations provides pension consulting services, selection of other advisers, and execution analysis. 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 Fund Evaluations: assets under management
The assets under management (AUM) of Pension Fund Evaluations, Inc. is $620 million. The company doesn't manage any assets belonging to foreign clients.
Investments
The firm invests in investment grade corporate bonds the most. They account for 40% of the total AUM. The second-largest asset type is investment and business development companies, which make up 30% of the firm’s portfolio. Investments in non-investment grade corporate bonds form 10% of the total invested assets.Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Pension Fund Evaluations, Inc. for their services and products based on fixed fees and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Gregory George Philipps serves?
The firm provides services to corporations or other businesses and pension and profit sharing plans. The largest group of clients of Gregory George Philipps is pension and profit sharing plans with 20 clients and $606.6 million of assets under management. Among the 11 most similar advisory firms, Pension Fund Evaluations has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $620 million for 21 clients. None of the firm’s clients are foreign persons or businesses.
Pension Fund Evaluations doesn't advise any private funds.
Careers at Pension Fund Evaluations, Inc.
The company employs 4 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Gregory George Philipps has been acting as President since 1 Dec 2001. Robert Joseph Letwins joined the executive team most recently as the Executive Vice President.
Direct owners and executive officers
Based in Centereach
The principal office where Pension Fund Evaluations, Inc. performs its advisory services is located at 2450 Middle Country Rd, Centereach, NY 11720, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 631-585-8282 or by fax 631-585-8343. The normal business hours are 8:30a.m. - 4:30p.m. on Monday - Friday. You can find more information about the New York firm at pfeval.com.
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