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CAPITAL PLANNING, LLC
BELLEVUE, WA
425-643-1800
SEC #801-79115Total AUM
$617.7M
Employees
12Clients
297Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
10900 NE 4TH STREET
SUITE 2300
BELLEVUE
WA 98004
United States
SUITE 2300
BELLEVUE
WA 98004
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Monday - Friday
Phone
425-643-1800
Other Offices
5
Financials
Total AUM
$617.7M
Accounts
1,169Discretionary
$617.7M
Accounts
1,169Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
118AUM
$54.8M
HNW Individual Clients
171AUM
$554.1M
Charitable Organization Clients
1AUM
$6M
Corporation or Business Clients
7AUM
$2.8M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCAFLIDMTNHTXWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.