THEPENSION401K

THEPENSION401K is an SEC-registered investment adviser (CRD 284453). Regulatory assets under management: $8.0M.

Registration

• CRD: 284453
• Type: Registered investment adviser
• Phone: 719-966-5068
• Latest filing: 2026-04-01
• Regulatory AUM: $8.0M
• Discretionary AUM: $8.0M
• Clients: 3
• Accounts: 14

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 284453 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search