CAPITAL PLANNING ADVISORY GROUP INC
CAPITAL PLANNING ADVISORY GROUP INC of YARDLEY, PA is an SEC-registered investment adviser (CRD 105865). Regulatory assets under management: $120.0M.
Registration
- CRD: 105865
- SEC file number: 801-31703
- Type: Registered investment adviser
- Location: 708 FLORAL VALE BLVD, YARDLEY, PA, 19067
- Phone: 215-579-5760
- Latest filing: 2014-03-15
- Regulatory AUM: $120.0M
- Discretionary AUM: $115.0M
- Non-discretionary AUM: $5.0M
- Clients: 2
- Accounts: 200
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| GRIFFIN JOHN JOSEPH | CHIEF OPERATIONS OFFICER | — |
| LUCIANI GEORGE NICHOLAS | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; CHIEF FINANCIAL OFFICER (+2 more) | — |
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