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CAPITAL PLANNING ADVISORS LLC

Tel: 916-286-7650
1420 Rocky Ridge Drive
#140
Roseville, California  95661

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CAPITAL PLANNING ADVISORS LLC

CAPITAL PLANNING ADVISORS LLC is a Roseville, California based financial advisory firm with nearly $1,376,377,609 in assets under management and provides investment advisory services for 1144 clients. There are currently 10 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

170266

SEC#:

801-79170

No. of Clients:

1144

Assets under Management

$1,376,377,609

No. of Advisors:

10

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