PLANNING SOLUTIONS GROUP LLC

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Planning Solutions Group is based out of Fulton. Planning Solutions Group is a large advisory firm with 974 clients and discretionary assets under management (AUM) of $701,537,948 (Form ADV from 2019-01-29). Their last reported 13F filing for Q4 2018 included $164,408,000 in managed 13F securities and a top 10 holdings concentration of 51.18%. Planning Solutions Group's largest holding is iShares Core S&P 500 ETF with shares held of 83,645. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 0.83%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

PLANNING SOLUTIONS GROUP, LLC
8161 MAPLE LAWN BLVD SUITE 400
FULTON MD    20759
Country: United States

Business Phone: 301-543-6000
Fax: 301-543-6030
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: MD
Number of employees: 32
Other Business Activities: registered representative of a broker-dealer,insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 509,410,000
Total Number of Clients: 974
Amount of client funds and securities by related persons: 6,762,360
Total Number of clients from related persons: 5
Disclosures:
Data above was derived from SEC filings.

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PLANNING SOLUTIONS GROUP, LLC

ownership team - last updated 2018-10-04
Name Title Start Date Direct/Indirect % Ownership
PSG COMPANIES, LLC MEMBER 11/01/2010 Direct 75% or more
Fund Name Position direct/indirect start date end date
BRAMPTON ASSET MANAGEMENT, LLC MEMBER direct 2010-11-01
PSG INVESTMENT ADVISORS, LLC MEMBER direct 2011-12-01
GRETCHEN, LAUREN, GAIL CHIEF COMPLIANCE OFFICER 02/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
PLANNING SOLUTIONS GROUP, LLC CHIEF COMPLIANCE OFFICER direct 2012-02-01
PSG INVESTMENT ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2012-02-01
KVECH, TIMOTHY, JERRY MEMBER PSG COMPANY, LLC 11/01/2010 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
PLANNING SOLUTIONS GROUP, LLC MEMBER indirect 2010-11-01
BRAMPTON ASSET MANAGEMENT, LLC MEMBER direct 2010-11-01
PSG INVESTMENT ADVISORS, LLC MEMBER indirect 2011-12-01
CARSON, ROBERT, HAYES MANAGING MEMBER PSG COMPANY, LLC 11/01/2010 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
PLANNING SOLUTIONS GROUP, LLC MANAGING MEMBER indirect 2010-11-01
BRAMPTON ASSET MANAGEMENT, LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2010-11-01
PLANNING SOLUTIONS GROUP, LLC CHIEF COMPLIANCE OFFICER direct 2010-11-01
PSG INVESTMENT ADVISORS, LLC MANAGING MEMBER indirect 2011-12-01

PLANNING SOLUTIONS GROUP, LLC

ownership team - last updated 2018-04-24
Name Title Start Date Direct/Indirect % Ownership
GRETCHEN, LAUREN, GAIL CHIEF COMPLIANCE OFFICER 02/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
PLANNING SOLUTIONS GROUP, LLC CHIEF COMPLIANCE OFFICER direct 2012-02-01
PSG INVESTMENT ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2012-02-01
PSG COMPANIES, LLC MEMBER 11/01/2010 Direct 75% or more
Fund Name Position direct/indirect start date end date
BRAMPTON ASSET MANAGEMENT, LLC MEMBER direct 2010-11-01
PSG INVESTMENT ADVISORS, LLC MEMBER direct 2011-12-01
KVECH, TIMOTHY, JERRY MEMBER PSG COMPANY, LLC 11/01/2010 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
PLANNING SOLUTIONS GROUP, LLC MEMBER indirect 2010-11-01
BRAMPTON ASSET MANAGEMENT, LLC MEMBER direct 2010-11-01
PSG INVESTMENT ADVISORS, LLC MEMBER indirect 2011-12-01
CARSON, ROBERT, HAYES MANAGING MEMBER PSG COMPANY, LLC 11/01/2010 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
PLANNING SOLUTIONS GROUP, LLC MANAGING MEMBER indirect 2010-11-01
BRAMPTON ASSET MANAGEMENT, LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2010-11-01
PLANNING SOLUTIONS GROUP, LLC CHIEF COMPLIANCE OFFICER direct 2010-11-01
PSG INVESTMENT ADVISORS, LLC MANAGING MEMBER indirect 2011-12-01

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