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Building 2CAPITAL PLANNING CORP

Map pinBELLEVUE, WA
Phone425-643-1800
NotebookSEC #801-19781
Total AUM
$305.5M
Employees
10
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10900 NE 4TH STREET
SUITE 1030
BELLEVUE
WA 98004
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
425-643-1800

ReceiptFinancials

Total AUM
$305.5M
Accounts
1,580
Discretionary
$281M
Accounts
1,360
Non-Discretionary
$24.5M
Accounts
220

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLTNTXWA

HandshakeAffiliates

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

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