CAPITAL PLANNING ADVISORS LLC of ROSEVILLE, CA is an SEC-registered investment adviser (CRD 170266). Regulatory assets under management: $1.5B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| George Sutcliffe | VICE PRESIDENT | Sonoma, CA |
| Lawrence Arthur Hansen | CHIEF COMPLIANCE OFFICER | — |
| Jason Thomas Bell | CHIEF INVESTMENT OFFICER | — |
| James Boyd Wilson | CHIEF EXECUTIVE OFFICER | — |
| HANSEN LAWRENCE ARTHUR | CHIEF COMPLIANCE OFFICER; MEMBER & CCO; TRUSTEE | — |
| SOLLAZZO MICHAEL ANTHONY | MANAGING MEMBER; MEMBER; TRUSTEE | — |
| PRETTI BRIAN JAMES | TRUSTEE | — |
| WILSON JAMES BOYD | CHIEF EXECUTIVE OFFICER; TRUSTEE | — |
| BELL JASON THOMAS | CHIEF INVESTMENT OFFICER; TRUSTEE | — |
| Sutcliffe George | VICE PRESIDENT | — |