CAPITAL PLANNING, LLC
Tel: 425-643-1800 10900 Ne 4th Street Suite 2300 Bellevue, Washington 98004
About CAPITAL PLANNING, LLC
CAPITAL PLANNING, LLC is a Bellevue, Washington based financial advisory firm with nearly $549,366,088 in assets under management and provides investment advisory services for 1370 clients. There are currently 14 financial advisors at the firm.
General Information
Firm CRD#:
169470
Firm SEC#:
801-79115
Assets Under Management:
$549,366,088
No. of Clients:
1370
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection for other advisors, Education seminars/workshops, Other (CONSULTING SERVICES)
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