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Building 2CAPASSO PLANNING PARTNERS LLC

Map pinCHARLESTON, SC
Phone843-608-8487
NotebookSEC #801-120995
Total AUM
$274.2M
Employees
5
Clients
358

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
635 EAST BAY STREET
SUITE C
CHARLESTON
SC 29403
United States
Operating Hours
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
Phone
843-608-8487

ReceiptFinancials

Total AUM
$274.2M
Accounts
1,073
Discretionary
$269.1M
Accounts
1,066
Non-Discretionary
$5.1M
Accounts
7

ContactClients

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Individual Clients
280
AUM
$100.9M
HNW Individual Clients
60
AUM
$158.8M
Charitable Organization Clients
1
AUM
$81.5K
Corporation or Business Clients
17
AUM
$14.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAILMANCNJNYSCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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