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CAPITAL PLANNING ADVISORS LLC
CAPITAL PLANNING ADVISORS LLC
ROSEVILLE, California
·
6 registered advisors
·
CRD# 170266
SEC# 801-79170
1
916-286-7650
01
Firm Overview
AUM
$1.1B
Regulatory assets under management
Employees
9
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at CAPITAL PLANNING ADVISORS LLC
6 registered advisors
Brian James Pretti
ROSEVILLE, California
CRD# 4981015
George Sutcliffe
ROSEVILLE, California
CRD# 7643862
James Boyd Wilson
ROSEVILLE, California
CRD# 2871525
Jason Thomas Bell
ROSEVILLE, California
CRD# 2464546
Lawrence Arthur Hansen
ROSEVILLE, California
CRD# 2222839
Michael Anthony Sollazzo
ROSEVILLE, California
CRD# 6109698
05
Office Locations
ROSEVILLE, California
6 advisors
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Data sourced from SEC Form ADV filings. CAPITAL PLANNING ADVISORS LLC (CRD# 170266) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.