Business Information
The group’s principal activities include providing financial services and purchasing interests from small to medium-sized pension advisory, investment management and insurance organizations. In the year 2005, the group acquired Duncan Capital Financial Group, Inc., Haddon Strategic Alliance, Stephen H. Rosen & Associates, Inc., Valley Forge Enterprises, Ltd., Lamoriello & Co., Inc., Circle Pension, Inc., Southeastern Pension Services, Inc., Benefit Dynamics, Inc., National Actuarial Pension Services, Inc., Pentec, Inc., Pentec Capital Management, Inc. and The Pension Alliance, Inc. The group operates from the United States. The revenue of the group in the year 2006, were $27,097,000.
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| Richard Berman | Chmn. | N/A | | John Davis | COO, Pres. | N/A | | Arthur Emil | Dir. | N/A | | Jeff Cooke | Dir. | N/A | | Steven Ross | Dir., CEO | N/A |
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