Investment adviser · CRD 154118
PLANNING SOLUTIONS GROUP, LLC
Investment adviser filing (IA)
FULTON, MD, United States · Form ADV filed Apr 25, 2019
- Regulatory AUM
- $1.05B Form ADV · Item 5.F
- Client accounts
- 2,029 Accounts, not individual clients
- Employees
- 32 Reported in this filing
- Advisory professionals
- 21 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 237 | $470,227,674 | 45.0% |
| Retirement plans | 98 | $363,284,715 | 34.7% |
| Individuals | 670 | $205,773,554 | 19.7% |
| Corporations & businesses | 13 | $5,754,185 | 0.6% |
| Government entities | Fewer than 5 | $737,799 | 0.1% |
| Charities | Fewer than 5 | $158,704 | 0.0% |
Filing source
Form ADV 1318299 · Apr 25, 2019 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 25, 2019. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
8161 MAPLE LAWN BLVD, SUITE 400FULTON, MD, 20759, United States
CRD 154118
Filing source
Form ADV 1318299 · Apr 25, 2019 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.