PENSION SOLUTIONS, INC.
Legal name: ADVISEME NATIONAL ADVISORS
CRD #141129 SEC #801-67299 CLEVELAND, OH 216-595-0800
SEC Registered Disclosures
Total AUM
$1.2B
Discretionary
$135.9M
Employees
11
Clients
251
Accounts
1,655
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2020 | $1.2B | $135.9M | $1.1B | 11 | 0 |
| Jul 2020 | $1.2B | $135.9M | $1.1B | 11 | 0 |
| Jun 2020 | $1.2B | $135.9M | $1.1B | 11 | 0 |
| May 2020 | $1.2B | $135.9M | $1.1B | 11 | 0 |
| Mar 2020 | $1.2B | $135.9M | $1.1B | 11 | 0 |
| Dec 2019 | $967.7M | $107.8M | $859.9M | 11 | 0 |
| Mar 2019 | $967.7M | $107.8M | $859.9M | 11 | 0 |
| Oct 2018 | $1.6B | $136.6M | $1.5B | 11 | 0 |
| Apr 2018 | $1.6B | $136.6M | $1.5B | 11 | 0 |
| Mar 2018 | $1.6B | $136.6M | $1.5B | 11 | 0 |
| Jul 2017 | $152.5M | $152M | $523K | 14 | 2,700 |
| Mar 2017 | $152.5M | $152M | $523K | 14 | 2,700 |
| Mar 2017 | $152.5M | $152M | $523K | 14 | 2,700 |
| Mar 2016 | $911.7M | $138M | $773.7M | 22 | 2,500 |
| Nov 2015 | $285.6M | $147.3M | $138.3M | 21 | 2,400 |
| Jul 2015 | $285.6M | $147.3M | $138.3M | 21 | 2,400 |
| Mar 2015 | $285.6M | $147.3M | $138.3M | 21 | 2,400 |
| Jan 2015 | $146.7M | $114.9M | $31.8M | 15 | 800 |
| Sep 2014 | $146.7M | $114.9M | $31.8M | 15 | 800 |
| Aug 2014 | $146.7M | $114.9M | $31.8M | 15 | 800 |
| Jul 2014 | $146.7M | $114.9M | $31.8M | 15 | 800 |
| Mar 2014 | $146.7M | $114.9M | $31.8M | 15 | 800 |
| Apr 2013 | $97.5M | $70M | $27.5M | 9 | 1,400 |
| Aug 2012 | $93M | $60M | $33M | 6 | 500 |
| Jun 2012 | $93M | $60M | $33M | 6 | 500 |
| Jun 2012 | $93M | $60M | $33M | 6 | 500 |
| Jun 2012 | $93M | $60M | $33M | 6 | 500 |
| Mar 2012 | $93M | $60M | $33M | 6 | 500 |
| Dec 2011 | $80M | $51M | $29M | 6 | 500 |
| Mar 2011 | $80M | $51M | $29M | 10 | -- |
| Sep 2010 | $77.2M | $46.3M | $30.9M | 10 | -- |
| Apr 2007 | $39.2M | $39.2M | $0 | 10 | -- |
DateSep 2020
Total AUM$1.2B
Discretionary$135.9M
Non-Disc.$1.1B
Employees11
Clients0
DateJul 2020
Total AUM$1.2B
Discretionary$135.9M
Non-Disc.$1.1B
Employees11
Clients0
DateJun 2020
Total AUM$1.2B
Discretionary$135.9M
Non-Disc.$1.1B
Employees11
Clients0
DateMay 2020
Total AUM$1.2B
Discretionary$135.9M
Non-Disc.$1.1B
Employees11
Clients0
DateMar 2020
Total AUM$1.2B
Discretionary$135.9M
Non-Disc.$1.1B
Employees11
Clients0
DateDec 2019
Total AUM$967.7M
Discretionary$107.8M
Non-Disc.$859.9M
Employees11
Clients0
DateMar 2019
Total AUM$967.7M
Discretionary$107.8M
Non-Disc.$859.9M
Employees11
Clients0
DateOct 2018
Total AUM$1.6B
Discretionary$136.6M
Non-Disc.$1.5B
Employees11
Clients0
DateApr 2018
Total AUM$1.6B
Discretionary$136.6M
Non-Disc.$1.5B
Employees11
Clients0
DateMar 2018
Total AUM$1.6B
Discretionary$136.6M
Non-Disc.$1.5B
Employees11
Clients0
DateJul 2017
Total AUM$152.5M
Discretionary$152M
Non-Disc.$523K
Employees14
Clients2,700
DateMar 2017
Total AUM$152.5M
Discretionary$152M
Non-Disc.$523K
Employees14
Clients2,700
DateMar 2017
Total AUM$152.5M
Discretionary$152M
Non-Disc.$523K
Employees14
Clients2,700
DateMar 2016
Total AUM$911.7M
Discretionary$138M
Non-Disc.$773.7M
Employees22
Clients2,500
DateNov 2015
Total AUM$285.6M
Discretionary$147.3M
Non-Disc.$138.3M
Employees21
Clients2,400
DateJul 2015
Total AUM$285.6M
Discretionary$147.3M
Non-Disc.$138.3M
Employees21
Clients2,400
DateMar 2015
Total AUM$285.6M
Discretionary$147.3M
Non-Disc.$138.3M
Employees21
Clients2,400
DateJan 2015
Total AUM$146.7M
Discretionary$114.9M
Non-Disc.$31.8M
Employees15
Clients800
DateSep 2014
Total AUM$146.7M
Discretionary$114.9M
Non-Disc.$31.8M
Employees15
Clients800
DateAug 2014
Total AUM$146.7M
Discretionary$114.9M
Non-Disc.$31.8M
Employees15
Clients800
DateJul 2014
Total AUM$146.7M
Discretionary$114.9M
Non-Disc.$31.8M
Employees15
Clients800
DateMar 2014
Total AUM$146.7M
Discretionary$114.9M
Non-Disc.$31.8M
Employees15
Clients800
DateApr 2013
Total AUM$97.5M
Discretionary$70M
Non-Disc.$27.5M
Employees9
Clients1,400
DateAug 2012
Total AUM$93M
Discretionary$60M
Non-Disc.$33M
Employees6
Clients500
DateJun 2012
Total AUM$93M
Discretionary$60M
Non-Disc.$33M
Employees6
Clients500
DateJun 2012
Total AUM$93M
Discretionary$60M
Non-Disc.$33M
Employees6
Clients500
DateJun 2012
Total AUM$93M
Discretionary$60M
Non-Disc.$33M
Employees6
Clients500
DateMar 2012
Total AUM$93M
Discretionary$60M
Non-Disc.$33M
Employees6
Clients500
DateDec 2011
Total AUM$80M
Discretionary$51M
Non-Disc.$29M
Employees6
Clients500
DateMar 2011
Total AUM$80M
Discretionary$51M
Non-Disc.$29M
Employees10
Clients--
DateSep 2010
Total AUM$77.2M
Discretionary$46.3M
Non-Disc.$30.9M
Employees10
Clients--
DateApr 2007
Total AUM$39.2M
Discretionary$39.2M
Non-Disc.$0
Employees10
Clients--