PENSION PLANNING SOLUTIONS, INC.
CRD #126393 SEC #801-67290 GREENSBORO, NC 336-389-9922
SEC Registered
Total AUM
$9.1M
Discretionary
$0
Employees
1
Clients
--
Accounts
19
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $9.1M | $0 | $9.1M | 1 | 0 |
| Apr 2025 | $9.1M | $0 | $9.1M | 1 | 0 |
| Feb 2025 | $12M | $2.6M | $9.4M | 1 | 0 |
| Jan 2024 | $133.8M | $75.5M | $58.3M | 2 | 0 |
| Jan 2023 | $118.9M | $69.3M | $49.7M | 2 | 0 |
| Mar 2022 | $132.9M | $62.1M | $70.8M | 2 | 0 |
| Mar 2021 | $223.1M | $54.1M | $169M | 2 | 0 |
| Jun 2020 | $209.9M | $45.8M | $164.1M | 2 | 0 |
| Mar 2020 | $209.9M | $45.8M | $164.1M | 2 | 0 |
| Apr 2019 | $189.9M | $51.1M | $138.8M | 2 | 0 |
| Mar 2019 | $189.9M | $51.1M | $138.8M | 2 | 0 |
| Mar 2018 | $207.8M | $54M | $153.8M | 2 | 0 |
| Mar 2017 | $166.5M | $39.7M | $126.8M | 2 | 11 |
| Mar 2016 | $149.8M | $37.2M | $112.6M | 1 | 11 |
| Jun 2015 | $207.6M | $33.8M | $173.8M | 2 | 26 |
| Mar 2015 | $207.6M | $33.8M | $173.8M | 4 | 26 |
| Nov 2014 | $205.8M | $48.2M | $157.6M | 4 | 26 |
| Mar 2014 | $188.4M | $21.3M | $167.1M | 2 | 26 |
| Mar 2013 | $176.5M | $22.2M | $154.3M | 2 | 26 |
| Aug 2012 | $169.1M | $17.1M | $152M | 1 | 26 |
| Mar 2012 | $141.1M | $4M | $137.1M | 1 | 26 |
| Dec 2011 | $149.8M | $3.8M | $146M | 1 | 26 |
| Oct 2010 | $120M | $3M | $117M | 5 | -- |
| Apr 2010 | $120M | $3M | $117M | 5 | -- |
| Mar 2009 | $100M | $2M | $98M | 5 | -- |
| Jan 2008 | $111M | $0 | $111M | 5 | -- |
| Mar 2007 | $35M | $0 | $35M | 5 | -- |
| Mar 2007 | $28M | $0 | $28M | 5 | -- |
DateMay 2025
Total AUM$9.1M
Discretionary$0
Non-Disc.$9.1M
Employees1
Clients0
DateApr 2025
Total AUM$9.1M
Discretionary$0
Non-Disc.$9.1M
Employees1
Clients0
DateFeb 2025
Total AUM$12M
Discretionary$2.6M
Non-Disc.$9.4M
Employees1
Clients0
DateJan 2024
Total AUM$133.8M
Discretionary$75.5M
Non-Disc.$58.3M
Employees2
Clients0
DateJan 2023
Total AUM$118.9M
Discretionary$69.3M
Non-Disc.$49.7M
Employees2
Clients0
DateMar 2022
Total AUM$132.9M
Discretionary$62.1M
Non-Disc.$70.8M
Employees2
Clients0
DateMar 2021
Total AUM$223.1M
Discretionary$54.1M
Non-Disc.$169M
Employees2
Clients0
DateJun 2020
Total AUM$209.9M
Discretionary$45.8M
Non-Disc.$164.1M
Employees2
Clients0
DateMar 2020
Total AUM$209.9M
Discretionary$45.8M
Non-Disc.$164.1M
Employees2
Clients0
DateApr 2019
Total AUM$189.9M
Discretionary$51.1M
Non-Disc.$138.8M
Employees2
Clients0
DateMar 2019
Total AUM$189.9M
Discretionary$51.1M
Non-Disc.$138.8M
Employees2
Clients0
DateMar 2018
Total AUM$207.8M
Discretionary$54M
Non-Disc.$153.8M
Employees2
Clients0
DateMar 2017
Total AUM$166.5M
Discretionary$39.7M
Non-Disc.$126.8M
Employees2
Clients11
DateMar 2016
Total AUM$149.8M
Discretionary$37.2M
Non-Disc.$112.6M
Employees1
Clients11
DateJun 2015
Total AUM$207.6M
Discretionary$33.8M
Non-Disc.$173.8M
Employees2
Clients26
DateMar 2015
Total AUM$207.6M
Discretionary$33.8M
Non-Disc.$173.8M
Employees4
Clients26
DateNov 2014
Total AUM$205.8M
Discretionary$48.2M
Non-Disc.$157.6M
Employees4
Clients26
DateMar 2014
Total AUM$188.4M
Discretionary$21.3M
Non-Disc.$167.1M
Employees2
Clients26
DateMar 2013
Total AUM$176.5M
Discretionary$22.2M
Non-Disc.$154.3M
Employees2
Clients26
DateAug 2012
Total AUM$169.1M
Discretionary$17.1M
Non-Disc.$152M
Employees1
Clients26
DateMar 2012
Total AUM$141.1M
Discretionary$4M
Non-Disc.$137.1M
Employees1
Clients26
DateDec 2011
Total AUM$149.8M
Discretionary$3.8M
Non-Disc.$146M
Employees1
Clients26
DateOct 2010
Total AUM$120M
Discretionary$3M
Non-Disc.$117M
Employees5
Clients--
DateApr 2010
Total AUM$120M
Discretionary$3M
Non-Disc.$117M
Employees5
Clients--
DateMar 2009
Total AUM$100M
Discretionary$2M
Non-Disc.$98M
Employees5
Clients--
DateJan 2008
Total AUM$111M
Discretionary$0
Non-Disc.$111M
Employees5
Clients--
DateMar 2007
Total AUM$35M
Discretionary$0
Non-Disc.$35M
Employees5
Clients--
DateMar 2007
Total AUM$28M
Discretionary$0
Non-Disc.$28M
Employees5
Clients--