Pension Planning Solutions, Inc.
Pension Planning Solutions, Inc. is an SEC-registered ria with $9.1M assets under management (AUM, regulatory AUM), -93% over one year. See who owns Pension Planning Solutions, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 126393, data through 2025-05-01.
- AUM (assets under management / regulatory AUM)
- $9.1M (2025-05-01)
- Firm type
- Ria
- Employees
- 1
- Clients
- 23
- CRD
- 126393
- Ownership
- QUINLIVAN, MICHAEL; VAN GILDER, CHRISTY, SUSAN
How much AUM does Pension Planning Solutions, Inc. have?
Pension Planning Solutions, Inc. reported $9.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-05-01).
Who owns Pension Planning Solutions, Inc.?
Disclosed owners and executives of Pension Planning Solutions, Inc. include QUINLIVAN, MICHAEL, VAN GILDER, CHRISTY, SUSAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.