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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Maryland
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 25, 2019
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CARSON, ROBERT, HAYES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CARSON, ROBERT, HAYES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CARSON, ROBERT, HAYES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CARSON, ROBERT, HAYES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CARSON, ROBERT, HAYES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CARSON, ROBERT, HAYES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRETCHEN, LAUREN, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRETCHEN, LAUREN, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRETCHEN, LAUREN, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRETCHEN, LAUREN, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRETCHEN, LAUREN, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRETCHEN, LAUREN, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRETCHEN, LAUREN, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRETCHEN, LAUREN, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRETCHEN, LAUREN, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRETCHEN, LAUREN, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRETCHEN, LAUREN, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRETCHEN, LAUREN, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRETCHEN, LAUREN, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRETCHEN, LAUREN, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRETCHEN, LAUREN, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRETCHEN, LAUREN, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRETCHEN, LAUREN, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRETCHEN, LAUREN, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRETCHEN, LAUREN, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRETCHEN, LAUREN, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRETCHEN, LAUREN, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRETCHEN, LAUREN, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRETCHEN, LAUREN, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRETCHEN, LAUREN, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRETCHEN, LAUREN, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRETCHEN, LAUREN, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRETCHEN, LAUREN, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRETCHEN, LAUREN, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRETCHEN, LAUREN, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRETCHEN, LAUREN, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRETCHEN, LAUREN, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRETCHEN, LAUREN, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRETCHEN, LAUREN, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRETCHEN, LAUREN, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRETCHEN, LAUREN, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRETCHEN, LAUREN, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRETCHEN, LAUREN, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRETCHEN, LAUREN, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | |
| SECO, ROBERT, JOSEPH | I | MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| INTERIM HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PSG COMPANIES, LLC | DE | MEMBER | E | Control |
| PSG COMPANIES, LLC | DE | MEMBER | E | Control |
| PSG COMPANIES, LLC | DE | MEMBER | E | Control |
| PSG COMPANIES, LLC | DE | MEMBER | E | Control |
| PSG COMPANIES, LLC | DE | MEMBER | E | Control |
| PSG COMPANIES, LLC | DE | MEMBER | E | Control |
| PSG COMPANIES, LLC | DE | MEMBER | E | Control |
| PSG COMPANIES, LLC | DE | MEMBER | E | Control |
| PSG COMPANIES, LLC | DE | MEMBER | E | Control |
| PSG COMPANIES, LLC | DE | MEMBER | E | Control |
| PSG COMPANIES, LLC | DE | MEMBER | E | Control |
| PSG COMPANIES, LLC | DE | MEMBER | E | Control |
| PSG COMPANIES, LLC | DE | MEMBER | E | Control |
| PSG COMPANIES, LLC | DE | MEMBER | E | Control |
| PSG COMPANIES, LLC | DE | MEMBER | E | Control |
| PSG COMPANIES, LLC | DE | MEMBER | E | Control |
| PSG COMPANIES, LLC | DE | MEMBER | E | Control |
| PSG COMPANIES, LLC | DE | MEMBER | E | Control |
| PSG COMPANIES, LLC | DE | MEMBER | E | Control |
| PSG COMPANIES, LLC | DE | MEMBER | E | Control |
| PSG COMPANIES, LLC | DE | MEMBER | E | Control |
| PSG COMPANIES, LLC | DE | MEMBER | E | Control |
| PSG COMPANIES, LLC | DE | MEMBER | E | Control |
| PSG COMPANIES, LLC | DE | MEMBER | E | Control |
| PSG COMPANIES, LLC | DE | MEMBER | E | Control |
| PSG COMPANIES, LLC | DE | MEMBER | E | Control |
| PSG COMPANIES, LLC | DE | MEMBER | E | Control |
| PSG COMPANIES, LLC | DE | MEMBER | E | Control |
| PSG COMPANIES, LLC | DE | MEMBER | E | Control |
| PSG COMPANIES, LLC | DE | MEMBER | E | Control |
| PSG COMPANIES, LLC | DE | MEMBER | E | Control |
| PSG COMPANIES, LLC | DE | MEMBER | E | Control |
| PSG COMPANIES, LLC | DE | MEMBER | E | Control |
| PSG COMPANIES, LLC | DE | MEMBER | E | Control |
| PSG COMPANIES, LLC | DE | MEMBER | E | Control |
| PSG COMPANIES, LLC | DE | MEMBER | E | Control |
| PSG COMPANIES, LLC | DE | MEMBER | E | Control |
| PSG COMPANIES, LLC | DE | MEMBER | E | Control |
| PSG COMPANIES, LLC | DE | MEMBER | E | Control |
| PSG COMPANY, LLC | DE | MEMBER | E | Control |
| PSG COMPANY, LLC | DE | MEMBER | E | Control |
| PSG COMPANY, LLC | DE | MEMBER | E | Control |
| PSG COMPANY, LLC | DE | MEMBER | E | Control |
| PSG COMPANY, LLC | DE | MEMBER | E | Control |
| BRISKIN, LAWRENCE, JAY | I | MEMBER | C | Control |
| CARSON, ROBERT, HAYES | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| HANNAHS, DONALD, STERLING | I | MEMBER | C | Control |
| KVECH, TIMOTHY, JERRY | I | MEMBER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CARSON, ROBERT, HAYES | I | PSG COMPANY, LLC | D | Control |
| CARSON, ROBERT, HAYES | I | PSG COMPANY, LLC | D | Control |
| CARSON, ROBERT, HAYES | I | PSG COMPANY, LLC | D | Control |
| CARSON, ROBERT, HAYES | I | PSG COMPANY, LLC | D | Control |
| CARSON, ROBERT, HAYES | I | PSG COMPANY, LLC | D | Control |
| CARSON, ROBERT, HAYES | I | PSG COMPANY, LLC | D | Control |
| CARSON, ROBERT, HAYES | I | PSG COMPANY, LLC | D | Control |
| CARSON, ROBERT, HAYES | I | PSG COMPANY, LLC | D | Control |
| CARSON, ROBERT, HAYES | I | PSG COMPANY, LLC | D | Control |
| CARSON, ROBERT, HAYES | I | PSG COMPANY, LLC | D | Control |
| CARSON, ROBERT, HAYES | I | PSG COMPANY, LLC | D | Control |
| CARSON, ROBERT, HAYES | I | PSG COMPANY, LLC | D | Control |
| CARSON, ROBERT, HAYES | I | PSG COMPANY, LLC | D | Control |
| CARSON, ROBERT, HAYES | I | PSG COMPANY, LLC | D | Control |
| CARSON, ROBERT, HAYES | I | PSG COMPANY, LLC | D | Control |
| CARSON, ROBERT, HAYES | I | PSG COMPANY, LLC | D | Control |
| CARSON, ROBERT, HAYES | I | PSG COMPANY, LLC | D | Control |
| CARSON, ROBERT, HAYES | I | PSG COMPANY, LLC | D | Control |
| CARSON, ROBERT, HAYES | I | PSG COMPANY, LLC | D | Control |
| CARSON, ROBERT, HAYES | I | PSG COMPANY, LLC | D | Control |
| CARSON, ROBERT, HAYES | I | PSG COMPANY, LLC | D | Control |
| CARSON, ROBERT, HAYES | I | PSG COMPANY, LLC | D | Control |
| CARSON, ROBERT, HAYES | I | PSG COMPANY, LLC | D | Control |
| CARSON, ROBERT, HAYES | I | PSG COMPANY, LLC | D | Control |
| CARSON, ROBERT, HAYES | I | PSG COMPANY, LLC | D | Control |
| CARSON, ROBERT, HAYES | I | PSG COMPANY, LLC | D | Control |
| KVECH, TIMOTHY, JERRY | I | PSG COMPANY, LLC | D | Control |
| KVECH, TIMOTHY, JERRY | I | PSG COMPANY, LLC | D | Control |
| KVECH, TIMOTHY, JERRY | I | PSG COMPANY, LLC | D | Control |
| KVECH, TIMOTHY, JERRY | I | PSG COMPANY, LLC | D | Control |
| KVECH, TIMOTHY, JERRY | I | PSG COMPANY, LLC | D | Control |
| KVECH, TIMOTHY, JERRY | I | PSG COMPANY, LLC | D | Control |
| KVECH, TIMOTHY, JERRY | I | PSG COMPANY, LLC | D | Control |
| KVECH, TIMOTHY, JERRY | I | PSG COMPANY, LLC | D | Control |
| KVECH, TIMOTHY, JERRY | I | PSG COMPANY, LLC | D | Control |
| KVECH, TIMOTHY, JERRY | I | PSG COMPANY, LLC | D | Control |
| KVECH, TIMOTHY, JERRY | I | PSG COMPANY, LLC | D | Control |
| KVECH, TIMOTHY, JERRY | I | PSG COMPANY, LLC | D | Control |
| KVECH, TIMOTHY, JERRY | I | PSG COMPANY, LLC | D | Control |
| KVECH, TIMOTHY, JERRY | I | PSG COMPANY, LLC | D | Control |
| KVECH, TIMOTHY, JERRY | I | PSG COMPANY, LLC | D | Control |
| KVECH, TIMOTHY, JERRY | I | PSG COMPANY, LLC | D | Control |
| KVECH, TIMOTHY, JERRY | I | PSG COMPANY, LLC | D | Control |
| KVECH, TIMOTHY, JERRY | I | PSG COMPANY, LLC | D | Control |
| KVECH, TIMOTHY, JERRY | I | PSG COMPANY, LLC | D | Control |
| KVECH, TIMOTHY, JERRY | I | PSG COMPANY, LLC | D | Control |
| KVECH, TIMOTHY, JERRY | I | PSG COMPANY, LLC | D | Control |
| KVECH, TIMOTHY, JERRY | I | PSG COMPANY, LLC | D | Control |
| KVECH, TIMOTHY, JERRY | I | PSG COMPANY, LLC | D | Control |
| KVECH, TIMOTHY, JERRY | I | PSG COMPANY, LLC | D | Control |
| KVECH, TIMOTHY, JERRY | I | PSG COMPANY, LLC | D | Control |
| KVECH, TIMOTHY, JERRY | I | PSG COMPANY, LLC | D | Control |
| BRISKIN, LAWRENCE, JAY | I | PSG COMPANY, LLC | C | Control |
| BRISKIN, LAWRENCE, JAY | I | PSG COMPANY, LLC | C | Control |
| BRISKIN, LAWRENCE, JAY | I | PSG COMPANY, LLC | C | Control |
| BRISKIN, LAWRENCE, JAY | I | PSG COMPANY, LLC | C | Control |
| BRISKIN, LAWRENCE, JAY | I | PSG COMPANY, LLC | C | Control |
| BRISKIN, LAWRENCE, JAY | I | PSG COMPANY, LLC | C | Control |
| BRISKIN, LAWRENCE, JAY | I | PSG COMPANY, LLC | C | Control |
| BRISKIN, LAWRENCE, JAY | I | PSG COMPANY, LLC | C | Control |
| BRISKIN, LAWRENCE, JAY | I | PSG COMPANY, LLC | C | Control |
| BRISKIN, LAWRENCE, JAY | I | PSG COMPANY, LLC | C | Control |
| BRISKIN, LAWRENCE, JAY | I | PSG COMPANY, LLC | C | Control |
| BRISKIN, LAWRENCE, JAY | I | PSG COMPANY, LLC | C | Control |
| CARSON, ROBERT, HAYES | I | PSG COMPANY, LLC | C | Control |
| CARSON, ROBERT, HAYES | I | PSG COMPANY, LLC | C | Control |
| CARSON, ROBERT, HAYES | I | PSG COMPANY, LLC | C | Control |
| CARSON, ROBERT, HAYES | I | PSG COMPANY, LLC | C | Control |
| CARSON, ROBERT, HAYES | I | PSG COMPANY, LLC | C | Control |
| CARSON, ROBERT, HAYES | I | PSG COMPANY, LLC | C | Control |
| CARSON, ROBERT, HAYES | I | PSG COMPANY, LLC | C | Control |
| CARSON, ROBERT, HAYES | I | PSG COMPANY, LLC | C | Control |
| CARSON, ROBERT, HAYES | I | PSG COMPANY, LLC | C | Control |
| CARSON, ROBERT, HAYES | I | PSG COMPANY, LLC | C | Control |
| CARSON, ROBERT, HAYES | I | PSG COMPANY, LLC | C | Control |
| CARSON, ROBERT, HAYES | I | PSG COMPANY, LLC | C | Control |
| CARSON, ROBERT, HAYES | I | PSG COMPANY, LLC | C | Control |
| CARSON, ROBERT, HAYES | I | PSG COMPANY, LLC | C | Control |
| CARSON, ROBERT, HAYES | I | PSG COMPANY, LLC | C | Control |
| CARSON, ROBERT, HAYES | I | PSG COMPANY, LLC | C | Control |
| CARSON, ROBERT, HAYES | I | PSG COMPANY, LLC | C | Control |
| CARSON, ROBERT, HAYES | I | PSG COMPANY, LLC | C | Control |
| HANNAHS, DONALD, STERLING | I | PSG COMPANY, LLC | C | Control |
| HANNAHS, DONALD, STERLING | I | PSG COMPANY, LLC | C | Control |
| HANNAHS, DONALD, STERLING | I | PSG COMPANY, LLC | C | Control |
| HANNAHS, DONALD, STERLING | I | PSG COMPANY, LLC | C | Control |
| HANNAHS, DONALD, STERLING | I | PSG COMPANY, LLC | C | Control |
| HANNAHS, DONALD, STERLING | I | PSG COMPANY, LLC | C | Control |
| HANNAHS, DONALD, STERLING | I | PSG COMPANY, LLC | C | Control |
| HANNAHS, DONALD, STERLING | I | PSG COMPANY, LLC | C | Control |
| HANNAHS, DONALD, STERLING | I | PSG COMPANY, LLC | C | Control |
| HANNAHS, DONALD, STERLING | I | PSG COMPANY, LLC | C | Control |
| HANNAHS, DONALD, STERLING | I | PSG COMPANY, LLC | C | Control |
| HANNAHS, DONALD, STERLING | I | PSG COMPANY, LLC | C | Control |
| HANNAHS, DONALD, STERLING | I | PSG COMPANY, LLC | C | Control |
| HANNAHS, DONALD, STERLING | I | PSG COMPANY, LLC | C | Control |
| HANNAHS, DONALD, STERLING | I | PSG COMPANY, LLC | C | Control |
| HANNAHS, DONALD, STERLING | I | PSG COMPANY, LLC | C | Control |
| HANNAHS, DONALD, STERLING | I | PSG COMPANY, LLC | C | Control |
| HANNAHS, DONALD, STERLING | I | PSG COMPANY, LLC | C | Control |
| KVECH, TIMOTHY, JERRY | I | PSG COMPANY, LLC | C | Control |
| KVECH, TIMOTHY, JERRY | I | PSG COMPANY, LLC | C | Control |
| KVECH, TIMOTHY, JERRY | I | PSG COMPANY, LLC | C | Control |
| KVECH, TIMOTHY, JERRY | I | PSG COMPANY, LLC | C | Control |
| KVECH, TIMOTHY, JERRY | I | PSG COMPANY, LLC | C | Control |
| KVECH, TIMOTHY, JERRY | I | PSG COMPANY, LLC | C | Control |
| KVECH, TIMOTHY, JERRY | I | PSG COMPANY, LLC | C | Control |
| KVECH, TIMOTHY, JERRY | I | PSG COMPANY, LLC | C | Control |
| KVECH, TIMOTHY, JERRY | I | PSG COMPANY, LLC | C | Control |
| KVECH, TIMOTHY, JERRY | I | PSG COMPANY, LLC | C | Control |
| KVECH, TIMOTHY, JERRY | I | PSG COMPANY, LLC | C | Control |
| KVECH, TIMOTHY, JERRY | I | PSG COMPANY, LLC | C | Control |
| KVECH, TIMOTHY, JERRY | I | PSG COMPANY, LLC | C | Control |
| KVECH, TIMOTHY, JERRY | I | PSG COMPANY, LLC | C | Control |
| KVECH, TIMOTHY, JERRY | I | PSG COMPANY, LLC | C | Control |
| KVECH, TIMOTHY, JERRY | I | PSG COMPANY, LLC | C | Control |
| KVECH, TIMOTHY, JERRY | I | PSG COMPANY, LLC | C | Control |
| KVECH, TIMOTHY, JERRY | I | PSG COMPANY, LLC | C | Control |
Registrations
Federal
IA
Apr 25, 2019 REGISTERED
Notice Filings (20)
CA CT DC DE FL GA IA LA MA MD NC NE NJ NV NY PA SC TX VA WV
Address
8161 MAPLE LAWN BLVDSUITE 400
FULTON, MD 20759
United States
Phone: 301-543-6000