Pension Planning Solutions, Inc.
CRD 126393SEC# 801-67290Greensboro, NC
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| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Quinlivan Control | President And Chief Compliance Officer | Over 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
| Address | 301 South Elm Street, Suite 1008, Greensboro, NC 27401 |
| Office hours | 8:00a.m.-5:00p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$9.1M▼ 24%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$9.1Mregulatory AUM
Discretionary $0Non-discretionary $9.1M