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 a small, independent registered investment adviser organized as a corporation and owned by an individual. The firm focuses on fee-based portfolio management for individuals and small businesses, serving an individual and family client base. Its advisory work centers on managing client portfolios rather than serving as a pension consultant or multi-state adviser. The firm does not position itself as an ESG investor and primarily operates within its home state of North Carolina.
Assets & Accounts
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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