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Building 2PLANNING SOLUTIONS GROUP, LLC

Map pinFULTON, MD
Phone301-543-6000
NotebookSEC #801-71722
Total AUM
$1B
Employees
32
Clients
1,020

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8161 MAPLE LAWN BLVD
SUITE 400
FULTON
MD 20759
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
301-543-6000
Other Offices
1

ReceiptFinancials

Total AUM
$1B
Accounts
2,029
Discretionary
$682.5M
Accounts
1,927
Non-Discretionary
$363.4M
Accounts
102

ContactClients

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Individual Clients
670
AUM
$205.8M
HNW Individual Clients
237
AUM
$470.2M
Pension/Profit Sharing Plan Clients
98
AUM
$363.3M
Charitable Organization Clients
1
AUM
$158.7K
Government Entity Clients
1
AUM
$737.8K
Corporation or Business Clients
13
AUM
$5.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DCDEFLGAMAMDNCNYPASCTXVAWV

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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