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PLANNING CAPITAL MANAGEMENT CORP.
PLANNING CAPITAL MANAGEMENT CORP.
PAOLI, Pennsylvania
·
2 registered advisors
·
CRD# 112994
SEC# 801-117036
4
215-709-5100
01
Firm Overview
AUM
$313M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at PLANNING CAPITAL MANAGEMENT CORP.
2 registered advisors
Daniel Burton Brady
PAOLI, Pennsylvania
CRD# 6240339
Richard William Bell
PAOLI, Pennsylvania
CRD# 2163662
05
Office Locations
PAOLI, Pennsylvania
2 advisors
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Data sourced from SEC Form ADV filings. PLANNING CAPITAL MANAGEMENT CORP. (CRD# 112994) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.