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Building 2CAPITAL AREA PLANNING GROUP

Map pinWASHINGTON, DC
Phone202-916-5624
NotebookSEC #801-131246
Total AUM
$64.8M
Employees
4
Clients
57

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1255 UNION STREET NE
7TH FLOOR
WASHINGTON
DC 20002
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
202-916-5624

ReceiptFinancials

Total AUM
$64.8M
Accounts
224
Discretionary
$64.8M
Accounts
224
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
7
AUM
$1.8M
HNW Individual Clients
49
AUM
$57.6M
Corporation or Business Clients
1
AUM
$5.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
TAX PREP AND PLANNING SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DCMAMDTXVA

HandshakeAffiliates

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

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