CAPITAL PLANNING, LLC - Financial Advisor in Washington, Bellevue

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

No. of Advisors:

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)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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