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Building 2CAPITAL PLANNING ADVISORY GROUP INC

Map pinYARDLEY, PA
Phone215-579-5760
NotebookSEC #801-31703
Total AUM
$120M
Employees
2
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
708 FLORAL VALE BLVD
YARDLEY
PA 19067
United States
Operating Hours
8:30 AM - 6 PM
Monday - Friday
Phone
215-579-5760

ReceiptFinancials

Total AUM
$120M
Accounts
200
Discretionary
$115M
Accounts
190
Non-Discretionary
$5M
Accounts
10

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJNYPAVA

HandshakeAffiliates

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

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