Planning Capital Management Corp.
Planning Capital Management Corp. (CRD# 112994) is a financial advisory firm headquartered in Paoli, PA. They manage $313,253,709 in 868 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management313MILLION
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Total Number of Accounts868ACCOUNTS
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Average Account Value$360,891
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CO, FL, NC, NE, NJ, PA, SC, VA
Brandon Abe (CRD# 6436358) is an Investment Advisor Representative working at Planning Capital Management Corp. in Paoli, PA and has 1 year of experience in the finance industry.
Jay Ahlbeck (CRD# 1821237) is an Investment Advisor Representative working at Planning Capital Management Corp. in Plainfield, NJ and has over 36 years of experience in the finance industry.
Richard Bell (CRD# 2163662) is an Investment Advisor Representative working at Planning Capital Management Corp. in Paoli, PA and has over 32 years of experience in the finance industry.
Daniel Brady (CRD# 6240339) is an Investment Advisor Representative working at Planning Capital Management Corp. in Paoli, PA and has 1 year of experience in the finance industry.
David Emery (CRD# 4587012) is an Investment Advisor Representative working at Planning Capital Management Corp. in Paoli, PA and has over 21 years of experience in the finance industry.
Paul McClatchy (CRD# 1958921) is an Investment Advisor Representative working at Planning Capital Management Corp. in Paoli, PA and has over 30 years of experience in the finance industry.