PLANNING CAPITAL MANAGEMENT CORP.
Total AUM
$54.2M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
30 S HADDON AVENUE
HADDONFIELD
NJ 08033
United States
HADDONFIELD
NJ 08033
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Monday - Friday
Phone
856-482-8700
Financials
Total AUM
$54.2M
Accounts
239Discretionary
$34.2M
Accounts
145Non-Discretionary
$20M
Accounts
94
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
NJPATX
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.