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Pension Planning Solutions, Inc.

CRD 126393SEC# 801-67290Greensboro, NC
Export (members)
No longer SEC-registered. Pension Planning Solutions, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$9.1M
Employees
1
Accounts
19
Location
Greensboro, NC

Pension Planning Solutions, Inc. assets under management

Pension Planning Solutions, Inc. is an investment advisory firm registered with the SEC based in Greensboro, NC. It reports $9.1 million in regulatory assets under management and employs 1 people.

Pension Planning Solutions, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Michael Quinlivan ControlPresident And Chief Compliance OfficerOver 75%1999

Frequently asked questions

How much does Pension Planning Solutions, Inc. manage?

Pension Planning Solutions, Inc. reports $9.1 million in regulatory assets under management on its Form ADV.

How many employees does Pension Planning Solutions, Inc. have?

Pension Planning Solutions, Inc. reports 1 employees.

Where is Pension Planning Solutions, Inc. located?

Pension Planning Solutions, Inc. is based in Greensboro, NC.

Does Pension Planning Solutions, Inc. disclose fund performance?

Pension Planning Solutions, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address301 South Elm Street, Suite 1008, Greensboro, NC 27401
Office hours8:00a.m.-5:00p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$9.1M
Total (RAUM)$9.1M