CAPITAL PLANNING ADVISORS LLC

ROSEVILLE, California·4 registered advisors·CRD# 170266

SEC# 801-791701916-286-7650

01

Firm Overview

AUM

$1.1B

Regulatory assets under management

Employees

9

Total firm employees

Advisors

4

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

4 registered advisors

Brian James Pretti

ROSEVILLE, California

Jason Thomas Bell

ROSEVILLE, California

Lawrence Arthur Hansen

ROSEVILLE, California

Michael Anthony Sollazzo

ROSEVILLE, California

05

Office Locations

ROSEVILLE, California

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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.