CAPITAL PLANNING ADVISORS LLC
Tel: 916-286-7650 1420 Rocky Ridge Drive #140 Roseville, California 95661
About 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
Firm CRD#:
170266
Firm SEC#:
801-79170
Assets Under Management:
$1,376,377,609
No. of Clients:
1144
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
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