CAPITAL AREA PLANNING GROUP - Financial Advisor in District of Columbia, Washington

Tel: 202-916-5624 1255 Union Street Ne 7th Floor Washington, District of Columbia 20002

About CAPITAL AREA PLANNING GROUP

CAPITAL AREA PLANNING GROUP is a Washington, District of Columbia based financial advisory firm with nearly $46,073,577 in assets under management and provides investment advisory services for 214 clients. There are currently 4 financial advisors at the firm.

General Information

Firm CRD#:

333056

Firm SEC#:

801-131246

Assets Under Management:

$46,073,577

No. of Clients:

214

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Other (TAX PREP AND PLANNING SERVICES)

Fee Structure:

A percentage of AUM, Fixed fees

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