# Pension Parameters Financial Services, Inc.

> Pension Parameters Financial Services, Inc. is a state-registered investment advisory firm in Aberdeen, NJ, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 110405
- Filed as: PENSION PARAMETERS FINANCIAL SERVICES, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Aberdeen, NJ
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/110405
- AdvisorCensus page: https://advisorcensus.com/firm/pension-parameters-financial-services-inc-aberdeen-nj-110405

## Quick answers

**How is Pension Parameters Financial Services, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Pension Parameters Financial Services, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Pension Parameters Financial Services, Inc. located?**
Pension Parameters Financial Services, Inc.'s principal office is in Aberdeen, NJ, according to its Form ADV.

**Is Pension Parameters Financial Services, Inc. registered with the SEC or a state?**
Pension Parameters Financial Services, Inc. is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 110405.

**How much does Pension Parameters Financial Services, Inc. manage?**
Pension Parameters Financial Services, Inc. reports $137,621,361 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (0% discretionary).

**What types of clients does Pension Parameters Financial Services, Inc. serve?**
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (42); individuals (other than high net worth individuals) (6).

**Does Pension Parameters Financial Services, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/110405

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $137,621,361
- Discretionary: $0
- Non-discretionary: $137,621,361

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $3,736,821 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 42 | $133,884,540 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2020 (6 years)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pensionparameters.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pension Parameters Financial Services, Inc. (CRD 110405): Form ADV filing data as of October 2026.