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CAPASSO PLANNING PARTNERS LLC

Tel: 843-608-8487
635 East Bay Street
Suite C
Charleston, South Carolina  29403

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CAPASSO PLANNING PARTNERS LLC

CAPASSO PLANNING PARTNERS LLC is a Charleston, South Carolina based financial advisory firm with nearly $332,760,217 in assets under management and provides investment advisory services for 1588 clients. There are currently 9 financial advisors at the firm.

General Information

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

294673

SEC#:

801-120995

No. of Clients:

1588

Assets under Management

$332,760,217

No. of Advisors:

9

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