← Back to searchVisit website
PENSION PLANNING SOLUTIONS, INC.
CRD 126393 · SEC 801-67290
301 SOUTH ELM STREET, SUITE 1008, GREENSBORO, NC, 27401, United States
Phone
336-389-9922
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$8.7M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-27
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $2.1M |
| High net worth individuals | 7 | $6.6M |
All web addresses on file
Official SEC filing: View on IAPD