Pension Planning Solutions, Inc.
Firm details
- Headquarters
- Greensboro, North Carolina
- CRD number
- 126393
- Registered since
- November 22, 2006
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI76.23%
- Individuals23.77%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Pension Planning Solutions, Inc. is an independent registered investment adviser organized as a corporation and SEC-registered since 2006. The firm is owned by an individual and focuses on portfolio management for individuals and small businesses, serving an individual and family client base. Fee billing is on a percentage-of-assets-under-management basis. The firm is not positioned as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- Exchange Traded Equities20%
Contacts
1 of 1
Michael Quinlivan
Financial AdvisorCRD 1001618
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Greensboro, NC
Guilford
Location
Greensboro, NC
Headquartered in Greensboro, NC, anchoring the Greensboro--Winston-Salem--High Point, NC metro in the South.
- Metro area
- Greensboro--Winston-Salem--High Point, NC
- Region
- South
- County
- Guilford
- Address
- 301 S Elm St
- Time zone
- ET (UTC-5)
- Office locations
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