Capital Management & Planning, Inc.
Capital Management & Planning, Inc. (CRD# 114331) is a financial advisory firm headquartered in High Point, NC. They manage $25,902,578 in 195 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management26MILLION
Total Number of Accounts195ACCOUNTS
Average Account Value$132,834
- 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 35 years of experience in the finance industry.