C
CRD: 128863
Capital Planning Associates, Incorporated
Marlton, NJ, 08053
6097148889
$3.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
0 Employees
1 ADV. Clients
34 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- BNY Mellon · Pershing · SEI
- Clients
- --
- Platforms
- --
- Established Date
- 10-17-1991
- Office Locations
- 1
Office Locations
525 Route 73 North Suite 218 Marlton NJ
About Capital Planning Associates, Incorporated
Capital Planning Associates, Incorporated is a Marlton-based RIA. The firm has been operating for 34 years. Managing $3.0M in total assets under management, They custody assets with BNY Mellon and Pershing. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
56 AVG AGE
-- AVG AUM / ADVISOR
$3.0M AVG AUM / CLIENT
20.7 yrs AVG TENURE
0 Employees
0 Advisory Reps
2 RIA Reps
34yrs Firm Age
Insights
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Asset Classes
Wave radial Quantum vital Bridge harbor Ridge
Client Personas
Meridian radial Zenith
Investment Themes
Meridian Capital glacier
Investment Vehicles
Atlas
Services
Harbor momentum Matrix capital Crest zenith Pathway wave Value
Owner & Executives
No owner records available.
Showing 0 of 0 owners & executives
Unlock allContacts
J
JOHN R CAPASSO
Advisor
- CRD
- #1700026
(865) 469-2921
vital.oak@quantumcapital.com
in linkedin.com/in/optima-optima
D
DEBRA GAGLIOTI
Principal
- CRD
- #4463709
(299) 330-8891
foundation.fusion@deltacapital.com
in linkedin.com/in/vector-vertex
Showing 2 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $3,000,000 | -- |
| Total | $3,000,000 | -- |
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