Pension Planning Solutions Review


Trust Score 90%
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Last updated: June 11th, 2019. Data source: SEC filings.

Pension Planning Solutions, federally registered in 2006, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 1 advisors. Pension Planning Solutions manages $189.9 million and provides investment advisory services for 31 clients (1:31 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Minimum Investment $250,000
Average Client Balance $6,126,702
Hybrid Advisor No
Disciplinary History No
Total AUM $189.9 million
Advisor / Client Ratio 1:31
Headquarters Greensboro, NC
SEC Filings Forms and Brochures    (CRD # 126393)
State(s) Registered NC


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