Confidential Planning I LLC
Legal Name: CONFIDENTIAL PLANNING I, LLC
Full Contact Details
Confidential Planning I LLC
507 PLUM ST, STE 120, SYRACUSE, NY
315-251-1101
315-251-0042
Other Info
Confidential Planning I LLC, legally known as CONFIDENTIAL PLANNING I, LLC, is a New York-based Limited Liability Company with 10 employees, of which 8 serve in advisory roles. The firm's client base is unknown, but its SEC status is Approved, with registration dating back to June 19, 2008.
Smart Solutions for 403(b) Plan Needs | Confidential Planning
Confidential Planning focuses on the retirement needs for employees of schools and non-profits by providing the MultiChoice 403(b) Plan.
Direct Owners
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DARIO JOSEPH VACCO
CHIEF EXECUTIVE OFFICER owns less than 5%
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MARK RICHARD HANSEN
CHIEF COMPLIANCE OFFICER owns less than 5%
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PINNACLE HOLDING COMPANY, LLC
MANAGING MEMBER owns 75% or more
Indirect Owners
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DANIEL FRANCIS RAITE
SHAREHOLDER
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FKAPI, INC.
MANAGING MEMBER owns 75% or more
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GREGG ANTHONY KIDD
MANAGING MEMBER