Capital Planning Advisors LLC
Legal Name: CAPITAL PLANNING ADVISORS LLC
Full Contact Details
Other Info
Capital Planning Advisors LLC is legally known as CAPITAL PLANNING ADVISORS LLC. It is a CA Limited Liability Company. This firm has 9 employees, of which 5 are employees in advisory roles. It serves 13 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) 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%
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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