RIA Intel›Advisers›North Carolina›PENSION PLANNING SOLUTIONS, INC.

PENSION PLANNING SOLUTIONS, INC.

Advisory

N·GREENSBORO, NC

Data as of Jan 17, 2024 · Source: SEC Form ADV

Total AUM

$9M

1-Year AUM Growth

+12.5%

3-Year CAGR

-16.3%

Employees

1

Assets Under Management

Total AUM$9M

Discretionary AUM$0

Non-Discretionary AUM$9M

Discretionary %0%

Total Clients14

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Filing History

Total Filings on Record29

First FilingMar 16, 2007

Latest FilingJan 17, 2024

🔒 Full AUM trend chart and 29 historical filings spanning 17+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PENSION PLANNING SOLUTIONS, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.