Capital Planning Associates, Incorporated
Capital Planning Associates, Incorporated (CRD# 128863) is a financial advisory firm headquartered in Marlton, NJ. They manage $3,000,000 in 7 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Capital Planning Associates, Incorporated
By the Numbers
-
Total Assets Under Management3MILLION
-
Total Number of Accounts7ACCOUNTS
-
Average Account Value$428,571
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NJ
Financial Advisors at Capital Planning Associates, Incorporated
1
John Capasso (CRD# 1700026) is an Investment Advisor Representative working at Capital Planning Associates, Incorporated in Marlton, NJ and has over 36 years of experience in the finance industry.
2
Debra Gaglioti (CRD# 4463709) is an Investment Advisor Representative working at Capital Planning Associates, Incorporated in Marlton, NJ and has over 22 years of experience in the finance industry.
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