Frequently Asked Questions (FAQ) About
Capital Planning Advisors LLC
- Where is Capital Planning Advisors LLC Located
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1420 ROCKY RIDGE DRIVE, #140, ROSEVILLE, CA
- Capital Planning Advisors LLC: Is the firm operating under a legal name?
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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?
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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?
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It serves 13 clients.
- Capital Planning Advisors LLC: What are the top holdings of this firm?
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ISHARES TR RUS 1000 GRW ETF ISHARES TR CORE S&P MCP ETF ISHARES JP MORGAN EXCHANGE TRADED FD WORLD GOLD TR WISDOMTREE TRUST ISHARES TR CORE S&P SCP ETF ISHARES TR JPMORGAN USD EMG VANGUARD INDEX FDS VALUE ETF VANGUARD INDEX FDS GROWTH ETF
- Capital Planning Advisors LLC: What other investment firms are located in the vicinity?
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America First Capital Management LLC Parkshore Wealth Management WE Alliance Wealth Advisors Inc Dimensions Wealth Management LLC Grecu Capital Management Inc Empyrion Wealth Management Inc Pinnacle Asset Management Inc Smart Investor EWG Elevate Inc UP Capital Management Inc