Pensco Trust Company

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:

Clients: 57,000+
Assets under custody: $10 Billion+

Client Protections

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:

555 Market Street, 8th floor
San Francisco, CA 94105
Pensco Trust Company Location


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

4 thoughts on “Pensco Trust Company


    I am interested in establishing a custodian with someone regarding a Self Directed Roth IRA Real Estate rental property. I can be contacted by phone at 520 465 1365. Thank you.

    • Bertram, this is not an official site for any specific custodian. We are simply providing you with information on all the various custodians, so you can make a better informed decision. Any self-directed IRA custodian on this site can help you set up a self-directed ROTH IRA to buy real estate, but depending on your situation some are certainly going to be a better fit than others. I encourage you to look around and identify 2 or 3 custodians that look promising to you. From there give them a call and ask some questions. Make sure that you compare the ongoing and transactional costs involved on the type of investment(s) you plan to make, and for the amount you plan to rollover. Best of luck to you, and make sure to come back and let us know how your experience goes with whomever you choose.

    • John,

      The fees change depending on which provider you choose to work with, and which type of self-directed account you want. If you are more interested in the custodial model, I suggest you look through the custodian list – many of the fee schedules can be found on the associated company pages. Also, if you already know the type of investments (and frequency) you plan to make, that will go a long way towards helping you choose the best custodian and fee structure.

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