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Building 2CAPITAL PLANNING ADVISORS LLC

Map pinROSEVILLE, CA
Phone916-286-7650
NotebookSEC #801-79170
Total AUM
$1.5B
Employees
10
Clients
429

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1420 ROCKY RIDGE DRIVE
#140
ROSEVILLE
CA 95661
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
916-286-7650
Other Offices
1

ReceiptFinancials

Total AUM
$1.5B
Accounts
1,213
Discretionary
$1.5B
Accounts
1,213
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
172
AUM
$163.9M
HNW Individual Clients
199
AUM
$924.6M
Banking Clients
1
AUM
$72.8M
Pension/Profit Sharing Plan Clients
45
AUM
$254.5M
Charitable Organization Clients
5
AUM
$31.2M
Corporation or Business Clients
7
AUM
$53.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLHINVTXWA

HandshakeAffiliates

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Affiliates
Reported 30 business affiliates.
Claimed Affiliates
Reported as an affiliate by 20 other businesses.

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