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| Happy Holidays!! thanks for using AUM13F!! |
| Pension Planning Solutions Inc
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|---|---|
| CRD # | 126393 |
| SEC # | 801-67290 |
| CIK # | |
| AUM | $9.1 M (2025-05-01) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 336-389-9922 |
| Address | 301 South Elm Street Greensboro, NC 27401 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 1.6 |
| (b) Individuals (high net worth individuals) | 7 | 7.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 19 | 9.1 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 19 | 9.1 |
| Total | 19 | 9.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 9.1 | |
| Total | 19 | 9.1 |
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|---|---|---|
|
Omega Advisers LLC
✚
|
0.0 | |
|
Elevate Planners LLC
✚
|
0.0 | |
|
Virgo Digital Asset Management Inc
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|
0.0 | |
|
Horizon Capital Management Inc
✚
|
0.0 | |
|
Candor Financial LLC
✚
|
0.0 | |
|
Pacific Equity LLC
✚
|
0.0 | |
|
Blue Ocean Investment Partners Limited
✚
|
0.0 | |
|
Empiric Institutional LLC
✚
|
TX | 0.0 |
|
Concreit Fund Management LLC
✚
|
WA | 0.0 |
|
Tinderwealth LLC
✚
|
0.0 |