Adviser Profile
| As of Date | 06/12/2025 |
| Registration status | Registration Changed to PENSION PLANNING SOLUTIONS, INC. |
| ADV Location | GREENSBORO, NC, United States |
| Contact Info | 336 xxxxxxx |
| Websites |
| AUM* | 9,107,145 |
| of that, discretionary | 0 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 479,323 |
| % High Net Worth | 50.00% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- No longer eligible
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
174M
149M
124M
99M
75M
50M
25M
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
Private Funds
No private funds
Employees
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