PLANNING CAPITAL MANAGEMENT CORP. of PAOLI, PA is an SEC-registered investment adviser (CRD 112994). Regulatory assets under management: $313.3M.
| Name | Role | Location |
|---|---|---|
| BELL RICHARD WILLIAM | CHIEF COMPLIANCE OFFICER; PRESIDENT; PRESIDENT/CCO (+2 more) | — |
| AHLBECK JAY DIXON | SENIOR ADVISOR | — |
| MANSI MICHELE | CCO | — |
| ESTEVES CARLOS ALBERTO | SENIOR INVESTMENT ADVISOR | — |
| BRADY DANIEL | SHAREHOLDER, CHIEF COMPLIANCE OFFICER; SHAREHOLDER, INVESTMENT ADVISER REPRESENTATIVE | — |
| BRADY DANIEL BURTON | SHAREHOLDER, CHIEF COMPLIANCE OFFICER | — |