CRD: 126393
Pension Planning Solutions, Inc.
$8.7M Total AUM
$0 Disc. AUM
-58.1% 3Y CAGR
1 Employees
13 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-07-2006
- Office Locations
- 1
Office Locations
301 South ELM Street Suite 1008 Greensboro NC
About Pension Planning Solutions, Inc.
Pension Planning Solutions, Inc. is a Greensboro-based RIA. The firm has been operating for 19 years. Managing $8.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
71 AVG AGE
$8.7M AVG AUM / ADVISOR
$670.2K AVG AUM / CLIENT
1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
MICHAEL QUINLIVAN
Chief Compliance Officer, President
- CRD
- #1001618
- Ownership
- 75% or more
Available
Available
Available
M
MICHELLE CATHERINE QUINLIVAN-SMITH
DIRECTOR OF OPERATIONS
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $8,713,159 | $479,323 |
| Total | $8,713,159 | $479,323 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Equity - Exchange:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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