Pensco Trust Company was already one of the larger self-directed IRA custodians with more than $4 billion under custody, but after acquiring Lincoln Trust Company’s self-directed IRA accounts the company has more than doubled in size. According to Pensco Trust Company’s website, Pensco’s total assets under custody will be more than $10 billion after the Lincoln Trust Company acquisition is taken into account.
Below you will find more information about Pensco Trust Company. If you have personal experience working with Pensco Trust Company, please make sure to share with the community in the comments section at the bottom of the page (if your comment is negative, please keep it civil and constructive).
Pensco Trust Company Licensing:
Custodial type: Non-depository Trust Company
State where licensed: New Hampshire
Equity Trust Company Clients:
Assets under custody: $10 Billion+
Better Business Bureau (BBB) Accreditation: Company is accredited by the BBB
BBB file opened: 10/24/1991
To view the complaints brought against Pensco Trust Company, view the company’s BBB profile.
Pensco Trust Company’s Leadership & Staff:
Tom Anderson: Founder & Board Member
Kelly Rodriques: CEO & President
Staff: 73 (as reported by the BBB, will likely be much higher after Lincoln Trust Company acquisition)
Pensco Trust Company Location:
San Francisco, CA 94105
Fee Schedule for Pensco Trust Company Self-Directed IRAs
Click here to view Pensco’s self-directed IRA fee schedule
Other Products Offered By Pensco Trust Company:
Coverdell Education Savings Account (CESA)
Pensco Trust Company’s Contact Information
Phone: (866) 818-4472
Fax: (415) 956-3016
Hours: Monday-Thursday 8:30 AM – 8 PM & Friday 8:30 AM - 6 PM EST
We do our best to ensure that all the information provided above is accurate, however, if you find something is in error, or if you have new information on Pensco Trust Company which warrants addition to this page, please email us at firstname.lastname@example.org.