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Home > Retirement Planners > north carolina > greensboro > PENSION PLANNING SOLUTIONS, INC.
PENSION PLANNING SOLUTIONS, INC.
301 South Elm Street
Suite 1008
Greensboro, North Carolina 27401
Tel: 336-389-9922
About PENSION PLANNING SOLUTIONS, INC.
PENSION PLANNING SOLUTIONS, INC, formally registered with the SEC as PENSION PLANNING SOLUTIONS, INC. The firm was established in 11/22/2006. They have over 1 offices throughout the country.
PENSION PLANNING SOLUTIONS, INC. is a Greensboro, North Carolina based Financial Planning firm with nearly $12,002,077 assets under management, offering retirement planning & investment advisory services to 20 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 126393 |
| SEC# | 801-67290 |
| Assets Managed by Firm | $12,002,077 |
| No. of Clients | 20 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 20 | $12,002,077 |
| Individuals (other than high net worth individuals) | 6 | $1,629,458 |
| High net worth individuals | 7 | $7,436,615 |
| Pension and profit sharing plans | 2 | $2,936,004 |
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