Investment adviser · CRD 105865

CAPITAL PLANNING ADVISORY GROUP INC

Investment adviser filing (IA)

YARDLEY, PA, United States · Form ADV filed Mar 15, 2014

Regulatory AUM
$120M
Form ADV · Item 5.F
Client accounts
200
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 15, 2014. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Publication of newsletters

Compensation

Percentage of assets · Hourly · Fixed

Principal office

708 FLORAL VALE BLVD
YARDLEY, PA, 19067, United States

CRD 105865

Filing source

Form ADV 796997 · Mar 15, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.