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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 filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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