OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC

2099 Gaither Road
Suite 110
Rockville, Maryland 20850
Tel: 301-990-4395

About OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC

OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC, formally registered with the SEC as OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC. The firm was established in 09/16/2013. They have over 2 offices throughout the country.

OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC is a Rockville, Maryland based Financial Planning firm with nearly $312,821,881 assets under management, offering retirement planning & investment advisory services to 864 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	168342
SEC#	801-78523
Assets Managed by Firm	$312,821,881
No. of Clients	864
No. of Advisors	8

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	864	$312,821,881
Individuals (other than high net worth individuals)	298	$107,509,752
High net worth individuals	82	$197,635,383
Pension and profit sharing plans	2	$6,600,000
Charitable organizations	3	$1,076,746

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