CAPITAL PLANNING ADVISORY GROUP INC

YARDLEY, Pennsylvania·1 registered advisor·CRD# 105865
SEC# 801-31703215-579-5760
01

Firm Overview

AUM
$120M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Market timing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CAPITAL PLANNING ADVISORY GROUP INC

1 registered advisor
Donald Joseph Griffin
YARDLEY, Pennsylvania
05

Office Locations

YARDLEY, Pennsylvania
1 advisor

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Data sourced from SEC Form ADV filings. CAPITAL PLANNING ADVISORY GROUP INC (CRD# 105865) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.