CRD: 145156
Capital Retirement Planning, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-10-2007
- Office Locations
- 1
Office Locations
About Capital Retirement Planning, LLC
Capital Retirement Planning, LLC is a fiduciary RIA serving retirees and those nearing retirement (next 10 years). The firm builds comprehensive retirement plans focused on lifetime income and tax-saving strategies, and manages portfolios with a risk-managed approach. Investment advice spans market-based solutions (stocks, bonds, mutual funds, ETFs) as well as guaranteed products, and includes estate planning. Custody: Charles Schwab & Co.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DANNY LYNN HOLDER
President
- CRD
- #709575
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,009,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,009,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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