sponsored by:

PENSCO Trust Company

Company info:

Top Executive: Kelly Rodriques
555 Market St., 8th Floor
San Francisco, CA 94105

RIA department info:

Contact: Travis Majors


  • Founded in 1990

Related listings:

PENSCO Trust Company
filed under: Alternative Asset Custodian

Related articles:

 Kelly Rodriques: Even if an asset is currently worthless, advisors still need to transfer that asset to a successor custodian.

The 30-day alternative assets challenge: Finding the right successor custodian

Deftly remediating alternative assets held in retirement accounts can strengthen the client-advisor bond and avoid a dreaded 'taxable event'

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