Pension Planning Solutions, Inc.
Pension Planning Solutions, Inc. (CRD# 126393) is a financial advisory firm headquartered in Greensboro, NC. They manage $133,819,428 in 23 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management134MILLION
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Total Number of Accounts23ACCOUNTS
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Average Account Value$5,818,236
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- 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)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC
Financial Advisors at Pension Planning Solutions, Inc.
1
Michael Quinlivan (CRD# 1001618) is an Investment Advisor Representative working at Pension Planning Solutions, Inc. in Greensboro, NC and has over 42 years of experience in the finance industry.
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