Pension Planning Solutions, Inc.
Pension Planning Solutions, Inc. (CRD# 126393) is a financial advisory firm headquartered in Greensboro, NC. They manage $166,476,571 in 23 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management166MILLION
Total Number of Accounts23ACCOUNTS
Average Account Value$7,238,112
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Michael Quinlivan (CRD# 1001618) is an Investment Advisor Representative working at Pension Planning Solutions, Inc. in Greensboro, NC and has over 36 years of experience in the finance industry.