Planning Solutions Group LLC
- Assets, Funds, Holdings
|
Total AUM ($M)
|
|
|
| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
670
|
205.8 |
| (b) Individuals (high net worth individuals) |
237
|
470.2 |
| (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 |
98 |
363.3 |
| (h) Charitable organizations |
1 |
0.2 |
| (i) State or municipal government entities |
1 |
0.7 |
| (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 |
13 |
5.8 |
| (n) Other |
0 |
0.0 |
| Total |
2,029 |
1,045.9 |
| By Discretionary |
| Discretionary |
1,927 |
682.5 |
| Non-Discretionary |
102 |
363.4 |
| Total |
2,029 |
1,045.9 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
1,045.9 |
| Total |
2,029 |
1,045.9 |
| Firm Profile (Form ADV) |
| Discretionary AUM | $0.5B |
| Serves | Institutional, Retail, Research |
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