Overview
Assets Under Management: $995 million
Headquarters: FULTON, MD
High-Net-Worth Clients: 250
Average Client Assets: $1.9 million
Frequently Asked Questions
PLANNING SOLUTIONS GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #154118), PLANNING SOLUTIONS GROUP, LLC is subject to fiduciary duty under federal law.
PLANNING SOLUTIONS GROUP, LLC is headquartered in FULTON, MD.
PLANNING SOLUTIONS GROUP, LLC serves 250 high-net-worth clients according to their SEC filing dated October 04, 2018. View client details ↓
According to their SEC Form ADV, PLANNING SOLUTIONS GROUP, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
PLANNING SOLUTIONS GROUP, LLC manages $995 million in client assets according to their SEC filing dated October 04, 2018.
According to their SEC Form ADV, PLANNING SOLUTIONS GROUP, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 250
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 48.10%
Average Client Assets: $1.9 million
Total Client Accounts: 1,913
Discretionary Accounts: 1,819
Non-Discretionary Accounts: 94
Regulatory Filings
CRD Number: 154118
Filing ID: 1243869
Last Filing Date: 2018-10-04 16:57:00