Planning Solutions Group LLC info
Planning Solutions Group LLC (SEC CIK 1766969) first filed with the SEC on 2019-02-14 (Form 13F-HR) and has filed 3 times since, including 3 Form 13F-HR quarterly holdings reports. It is organized in MD and registered at 8161 MAPLE LAWN BLVD, SUITE 400, FULTON, MD, 20759.
- Name: Value Planning Solutions Group LLC.
- SEC CIK: Value 1766969.
- State of organization: Value MD.
- Business address: Value 8161 MAPLE LAWN BLVD, SUITE 400, FULTON, MD, 20759.
No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.
Firm
| Field | Value |
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| Name | Planning Solutions Group LLC |
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| SEC CIK | 1766969 |
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| State of organization | MD |
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| Business address | 8161 MAPLE LAWN BLVD, SUITE 400, FULTON, MD, 20759 |
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| Mailing address | 8161 MAPLE LAWN BLVD, SUITE 400, FULTON, MD, 20759 |
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| Phone | 3015436000 |
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| Fiscal year end | December 31 |
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| Former names | None filed |
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SEC Filing History
| Field | Value |
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| First SEC filing | 2019-02-14 (Form 13F-HR) |
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| Latest SEC filing | 2019-08-15 (Form 13F-HR) |
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| Filings on EDGAR | 3 |
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| First Form 13F-HR | 2019-02-14 (quarter ended 2018-12-31) |
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| Latest Form 13F-HR | 2019-08-15 (quarter ended 2019-06-30) |
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| Form 13F-HR filings | 3 |
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Filings by Year
| Year | Filings | Form 13F-HR |
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| 2019 | 3 | 3 |
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