CRD: 126393
Pension Planning Solutions, Inc.
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-07-2006
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between January 17, 2024 and May 1, 2025, reported AUM decreased 93.2%, from $133.8M to $9.1M.
Across 5 reported observations, AUM decreased 95.9% between March 3, 2021 and May 1, 2025, from $223.1M to $9.1M.
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 13 clients, or 13 clients per representative. That equates to $670.2K in reported AUM per client.
The profile lists 1 reported office location and 19 years in operation. The source data was last updated on February 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
MICHAEL QUINLIVAN
Chief Compliance Officer, President
- CRD
- #1001618
- Ownership
- 75% or more
MICHELLE CATHERINE QUINLIVAN-SMITH
DIRECTOR OF OPERATIONS
- CRD
- --
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| 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
SMA allocation detail is available
Pension Planning Solutions, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.