Capital Management & Planning, Inc.
Capital Management & Planning, Inc. (CRD# 114331) is a financial advisory firm headquartered in High Point, NC. They manage $24,674,035 in 199 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management25MILLION
Total Number of Accounts199ACCOUNTS
Average Account Value$123,990
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
Kem McAllister (CRD# 1104733) is an Investment Advisor Representative working at Capital Management & Planning, Inc. in High Point, NC and has over 33 years of experience in the finance industry.