Great Plans Capital Management, LLC

Great Plans Capital Management, LLC (CRD# 127717) is a financial advisory firm headquartered in Cary, NC. They manage $7,900,000 in 30 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
219 E Chatham St, Suite 200, Cary, NC 27511
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $263,333
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, NJ

Financial Advisors at Great Plans Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David Fruchter, financial advisor Cary NC
David A. Fruchter
CRD#: 1482930
140 Preston Executive Dr, Suite 100k, Cary, NC 27513

David Fruchter (CRD# 1482930) is an Investment Advisor Representative working at Great Plans Capital Management, LLC in Cary, NC and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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