Investment adviser · CRD 105013

CAPITAL PLANNING CORP

Investment adviser filing (IA)

BELLEVUE, WA, United States · Form ADV filed Oct 31, 2013

Regulatory AUM
$305M
Form ADV · Item 5.F
Client accounts
1,580
Accounts, not individual clients
Employees
10
Reported in this filing
Advisory professionals
9
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: Oct 31, 2013. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

10900 NE 4TH STREET, SUITE 1030
BELLEVUE, WA, 98004, United States

CRD 105013

Filing source

Form ADV 763622 · Oct 31, 2013 · 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.