PLANNING SOLUTIONS GROUP, LLC
CRD #154118 SEC #801-71722 FULTON, MD 301-543-6000
SEC Registered
Total AUM
$1B
Discretionary
$682.5M
Employees
32
Clients
26
Accounts
2,029
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2019 | $1B | $682.5M | $363.4M | 32 | 0 |
| Mar 2019 | $1B | $684.1M | $361.8M | 32 | 0 |
| Jan 2019 | $995.4M | $701.5M | $293.9M | 32 | 33 |
| Jan 2019 | $995.4M | $701.5M | $293.9M | 32 | 33 |
| Oct 2018 | $995.4M | $701.5M | $293.9M | 32 | 33 |
| Jul 2018 | $995.4M | $701.5M | $293.9M | 32 | 33 |
| Apr 2018 | $995.4M | $701.5M | $293.9M | 32 | 33 |
| Mar 2018 | $995.4M | $701.5M | $293.9M | 32 | 33 |
| Mar 2018 | $995.4M | $701.5M | $293.9M | 32 | 33 |
| Mar 2018 | $995.4M | $701.5M | $293.9M | 32 | 33 |
| Jan 2018 | $815.6M | $813.8M | $1.8M | 29 | 42 |
| Dec 2017 | $815.6M | $813.8M | $1.8M | 29 | 42 |
| Nov 2017 | $815.6M | $813.8M | $1.8M | 29 | 42 |
| Oct 2017 | $815.6M | $813.8M | $1.8M | 29 | 42 |
| Aug 2017 | $815.6M | $813.8M | $1.8M | 29 | 800 |
| Apr 2017 | $815.6M | $813.8M | $1.8M | 29 | 800 |
| Apr 2017 | $815.6M | $813.8M | $1.8M | 29 | 800 |
| Apr 2017 | $815.6M | $813.8M | $1.8M | 29 | 800 |
| Mar 2017 | $815.6M | $813.8M | $1.8M | 29 | 800 |
| Feb 2017 | $534.2M | $533.6M | $653.5K | 31 | 700 |
| Jan 2017 | $534.2M | $533.6M | $653.5K | 31 | 700 |
| Sep 2016 | $534.2M | $533.6M | $653.5K | 31 | 700 |
| May 2016 | $534.2M | $533.6M | $653.5K | 31 | 700 |
| Mar 2016 | $534.2M | $533.6M | $653.5K | 31 | 700 |
| Nov 2015 | $517.2M | $516.9M | $262K | 32 | 700 |
| Apr 2015 | $517.2M | $516.9M | $262K | 32 | 700 |
| Mar 2015 | $517.2M | $516.9M | $262K | 32 | 700 |
| Dec 2014 | $539.2M | $529.1M | $10.1M | 35 | 628 |
| Jun 2014 | $539.2M | $529.1M | $10.1M | 35 | 628 |
| Mar 2014 | $539.2M | $529.1M | $10.1M | 35 | 628 |
| May 2013 | $414.4M | $406.5M | $7.9M | 33 | 500 |
| Mar 2013 | $414.4M | $406.5M | $7.9M | 33 | 500 |
| Dec 2012 | $294M | $288.1M | $5.9M | 28 | 251 |
| Jul 2012 | $294M | $288.1M | $5.9M | 11 | 251 |
| Mar 2012 | $294M | $288.1M | $5.9M | 11 | 251 |
| Mar 2011 | $269.1M | $264.5M | $4.6M | -- | -- |
| Dec 2010 | $179.7M | $179.2M | $507.3K | -- | -- |
| Nov 2010 | $0 | $0 | $0 | -- | -- |
| Jul 2010 | $0 | $0 | $0 | -- | -- |
DateApr 2019
Total AUM$1B
Discretionary$682.5M
Non-Disc.$363.4M
Employees32
Clients0
DateMar 2019
Total AUM$1B
Discretionary$684.1M
Non-Disc.$361.8M
Employees32
Clients0
DateJan 2019
Total AUM$995.4M
Discretionary$701.5M
Non-Disc.$293.9M
Employees32
Clients33
DateJan 2019
Total AUM$995.4M
Discretionary$701.5M
Non-Disc.$293.9M
Employees32
Clients33
DateOct 2018
Total AUM$995.4M
Discretionary$701.5M
Non-Disc.$293.9M
Employees32
Clients33
DateJul 2018
Total AUM$995.4M
Discretionary$701.5M
Non-Disc.$293.9M
Employees32
Clients33
DateApr 2018
Total AUM$995.4M
Discretionary$701.5M
Non-Disc.$293.9M
Employees32
Clients33
DateMar 2018
Total AUM$995.4M
Discretionary$701.5M
Non-Disc.$293.9M
Employees32
Clients33
DateMar 2018
Total AUM$995.4M
Discretionary$701.5M
Non-Disc.$293.9M
Employees32
Clients33
DateMar 2018
Total AUM$995.4M
Discretionary$701.5M
Non-Disc.$293.9M
Employees32
Clients33
DateJan 2018
Total AUM$815.6M
Discretionary$813.8M
Non-Disc.$1.8M
Employees29
Clients42
DateDec 2017
Total AUM$815.6M
Discretionary$813.8M
Non-Disc.$1.8M
Employees29
Clients42
DateNov 2017
Total AUM$815.6M
Discretionary$813.8M
Non-Disc.$1.8M
Employees29
Clients42
DateOct 2017
Total AUM$815.6M
Discretionary$813.8M
Non-Disc.$1.8M
Employees29
Clients42
DateAug 2017
Total AUM$815.6M
Discretionary$813.8M
Non-Disc.$1.8M
Employees29
Clients800
DateApr 2017
Total AUM$815.6M
Discretionary$813.8M
Non-Disc.$1.8M
Employees29
Clients800
DateApr 2017
Total AUM$815.6M
Discretionary$813.8M
Non-Disc.$1.8M
Employees29
Clients800
DateApr 2017
Total AUM$815.6M
Discretionary$813.8M
Non-Disc.$1.8M
Employees29
Clients800
DateMar 2017
Total AUM$815.6M
Discretionary$813.8M
Non-Disc.$1.8M
Employees29
Clients800
DateFeb 2017
Total AUM$534.2M
Discretionary$533.6M
Non-Disc.$653.5K
Employees31
Clients700
DateJan 2017
Total AUM$534.2M
Discretionary$533.6M
Non-Disc.$653.5K
Employees31
Clients700
DateSep 2016
Total AUM$534.2M
Discretionary$533.6M
Non-Disc.$653.5K
Employees31
Clients700
DateMay 2016
Total AUM$534.2M
Discretionary$533.6M
Non-Disc.$653.5K
Employees31
Clients700
DateMar 2016
Total AUM$534.2M
Discretionary$533.6M
Non-Disc.$653.5K
Employees31
Clients700
DateNov 2015
Total AUM$517.2M
Discretionary$516.9M
Non-Disc.$262K
Employees32
Clients700
DateApr 2015
Total AUM$517.2M
Discretionary$516.9M
Non-Disc.$262K
Employees32
Clients700
DateMar 2015
Total AUM$517.2M
Discretionary$516.9M
Non-Disc.$262K
Employees32
Clients700
DateDec 2014
Total AUM$539.2M
Discretionary$529.1M
Non-Disc.$10.1M
Employees35
Clients628
DateJun 2014
Total AUM$539.2M
Discretionary$529.1M
Non-Disc.$10.1M
Employees35
Clients628
DateMar 2014
Total AUM$539.2M
Discretionary$529.1M
Non-Disc.$10.1M
Employees35
Clients628
DateMay 2013
Total AUM$414.4M
Discretionary$406.5M
Non-Disc.$7.9M
Employees33
Clients500
DateMar 2013
Total AUM$414.4M
Discretionary$406.5M
Non-Disc.$7.9M
Employees33
Clients500
DateDec 2012
Total AUM$294M
Discretionary$288.1M
Non-Disc.$5.9M
Employees28
Clients251
DateJul 2012
Total AUM$294M
Discretionary$288.1M
Non-Disc.$5.9M
Employees11
Clients251
DateMar 2012
Total AUM$294M
Discretionary$288.1M
Non-Disc.$5.9M
Employees11
Clients251
DateMar 2011
Total AUM$269.1M
Discretionary$264.5M
Non-Disc.$4.6M
Employees--
Clients--
DateDec 2010
Total AUM$179.7M
Discretionary$179.2M
Non-Disc.$507.3K
Employees--
Clients--
DateNov 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateJul 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--