Capital Planning Advisors LLC
Legal Name: CAPITAL PLANNING ADVISORS LLC
Full Contact Details
Capital Planning Advisors LLC
1420 ROCKY RIDGE DRIVE, #140, ROSEVILLE, CA
916-286-7650
916-290-0926
Other Info
Capital Planning Advisors LLC, a Limited Liability Company based in CA, has 9 employees, of which 5 serve in advisory roles. Providing financial advice to their 13 clients, the firm's SEC status is listed as approved, with a registration date of Feb 28, 2014.
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Direct Owners
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JASON AND PATRICIA BELL FAMILY TRUST
MANAGING MEMBER owns more than 25% but less than 50%
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LAWRENCE A. HANSEN REVOCABLE TRUST
MANAGING MEMBER owns more than 25% but less than 50%
-
LAWRENCE ARTHUR HANSEN
CHIEF COMPLIANCE OFFICER owns less than 5%
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SOLLAZZO FAMILY TRUST
MANAGING MEMBER owns more than 25% but less than 50%
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WILSON LIVING TRUST
MANAGING MEMBER owns more than 25% but less than 50%
Indirect Owners
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BRIAN JAMES PRETTI
TRUSTEE owns 75% or more
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JAMES BOYD WILSON
TRUSTEE owns 75% or more
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JASON THOMAS BELL
TRUSTEE owns 75% or more
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LAWRENCE ARTHUR HANSEN
TRUSTEE owns 75% or more
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MICHAEL ANTHONY SOLLAZZO
TRUSTEE owns 75% or more
Firms Located Nearby
Top Holdings
- ISHARES TR RUS 1000 GRW ETF $20,395k
- ISHARES TR CORE S&P MCP ETF $19,079k
- ISHARES $16,735k
- JP MORGAN EXCHANGE TRADED FD $14,619k
- WORLD GOLD TR $14,467k
- WISDOMTREE TRUST $13,234k
- ISHARES TR CORE S&P SCP ETF $12,070k
- ISHARES TR JPMORGAN USD EMG $10,986k
- VANGUARD INDEX FDS VALUE ETF $9,589k
- VANGUARD INDEX FDS GROWTH ETF $9,515k