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Where is Capital Planning Advisors LLC Located

1420 ROCKY RIDGE DRIVE, #140, ROSEVILLE, CA

Capital Planning Advisors LLC: Is the firm operating under a legal name?

The firm is using the following primary business name: Capital Planning Advisors LLC, while the legal name is: CAPITAL PLANNING ADVISORS LLC

Capital Planning Advisors LLC: How many employees does the firm employ?

Capital Planning Advisors LLC has 9 employees, of which 5 are employees in advisory roles

Capital Planning Advisors LLC: How many clients does the firm serve?

It serves 13 clients.

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