|
⚲
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| Pension Planning Solutions Inc
✚
| |
|---|---|
| CRD # | 126393 |
| SEC # | 801-67290 |
| CIK # | |
| AUM | $133.8 MM (2024-01-17) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 336-389-9922 |
| Address | 301 South Elm Street Greensboro, NC 27401 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 6 | 6.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 17 | 127.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 23 | 133.8 |
| By Discretionary | ||
| Discretionary | 9 | 75.5 |
| Non-Discretionary | 14 | 58.3 |
| Total | 23 | 133.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 133.8 | |
| Total | 23 | 133.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Trippon Wealth Management Group LLC
✚
|
TX | 0.1 |
|
DBK Financial Counsel LLC
✚
|
OH | 0.1 |
|
Horizons Sustainable Financial Services Inc
✚
|
NM | 0.1 |
|
Capitol Family Office Inc
✚
|
OR | 0.1 |
|
Guardian Wealth Management LLC
✚
|
UT | 0.1 |
|
Bey-Douglas LLC
✚
|
GA | 0.1 |
|
NDWM LLC
✚
|
CA | 0.1 |
|
Hayes Asset Management LLC
✚
|
NY | 0.1 |
|
Stonecrest Advisors Inc
✚
|
TX | 0.1 |
|
Dorado Wealth Management LLC
✚
|
NY | 0.1 |