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Donald Joseph Griffin

CAPITAL PLANNING ADVISORY GROUP INC·YARDLEY, Pennsylvania
Unclaimed Profile
708 FLORAL VALE BLVD, YARDLEY, PA 19067CRD# 5033438Firm CRD# 105865
01

About

Donald Joseph Griffin is a registered financial advisor based in YARDLEY, Pennsylvania, affiliated with CAPITAL PLANNING ADVISORY GROUP INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CAPITAL PLANNING ADVISORY GROUP INC
CAPITAL PLANNING ADVISORY GROUP INC
AUM
$120M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at CAPITAL PLANNING ADVISORY GROUP INC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5033438
Firm CRD# 105865
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Donald Joseph Griffin offer?
Donald Joseph Griffin specializes in Financial Planning, Investment Management. Contact their office in YARDLEY, Pennsylvania for a consultation.
What are Donald Joseph Griffin's credentials?
Donald Joseph Griffin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Joseph Griffin located?
Donald Joseph Griffin is based in YARDLEY, Pennsylvania, working with CAPITAL PLANNING ADVISORY GROUP INC. Their office serves clients in the YARDLEY metropolitan area and surrounding communities.
How does Donald Joseph Griffin charge for services?
Donald Joseph Griffin's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITAL PLANNING ADVISORY GROUP INC?
CAPITAL PLANNING ADVISORY GROUP INC has approximately 2 employees and manages $120M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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