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Building 2PLANNING CAPITAL MANAGEMENT CORP.

Map pinPAOLI, PA
Phone215-709-5100
NotebookSEC #801-117036
Total AUM
$313.3M
Employees
6
Clients
251

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1500 E. LANCASTER AVE.
SUITE 204
PAOLI
PA 19301
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
215-709-5100
Other Offices
4

ReceiptFinancials

Total AUM
$313.3M
Accounts
868
Discretionary
$313.3M
Accounts
868
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
151
AUM
$53.1M
HNW Individual Clients
92
AUM
$251.3M
Pension/Profit Sharing Plan Clients
8
AUM
$8.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLNCNENJPASCVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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