PENSION PLANNING SOLUTIONS, INC.

GREENSBORO, North Carolina·1 registered advisor·CRD# 126393
SEC# 801-672900336-389-9922
01

Firm Overview

AUM
$134M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Investment ManagementWealth Management
04

Advisors at PENSION PLANNING SOLUTIONS, INC.

1 registered advisor
Michael Quinlivan
GREENSBORO, North Carolina
05

Office Locations

GREENSBORO, North Carolina
1 advisor

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Data sourced from SEC Form ADV filings. PENSION PLANNING SOLUTIONS, INC. (CRD# 126393) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.