Pinion Wealth Management

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

176

Total plan assets

$11.2M

Filings (rows)

Direct comp

$30K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
JP Lamborn Co., Inc. J.P. Lamborn Co. 401(k) Profit Sharing Plan · all filings	FRESNO, CA	Advisor / Consultant	176	$11.2M	$30K	$0