CAPITAL PLANNING ASSOCIATES, INCORPORATED

CAPITAL PLANNING ASSOCIATES, INCORPORATED of MARLTON, NJ is an SEC-registered investment adviser (CRD 128863). Regulatory assets under management: $3.0M.

Registration

• CRD: 128863
• Type: Registered investment adviser
• Location: 750 ROUTE 73 SOUTH, MARLTON, NJ, 08053
• Phone: 609-714-8889
• Latest filing: 2011-07-29
• Regulatory AUM: $3.0M
• Non-discretionary AUM: $3.0M
• Accounts: 7

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 128863 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search