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).

By the Numbers
  • Total Assets Under Management
    313
    MILLION
  • Total Number of Accounts
    868
    ACCOUNTS
  • Average Account Value
    $360,891
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, NC, NE, NJ, PA, SC, VA

Financial Advisors at Planning Capital Management Corp.
Showing 1 - 6 of 6 top financial advisors.
1
Brandon J. Abe
CRD#: 6436358
1500 E. Lancaster Ave., Suite 204, Paoli, PA 19301

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.

2
Jay D. Ahlbeck
CRD#: 1821237
Plainfield, NJ

Jay Ahlbeck (CRD# 1821237) is an Investment Advisor Representative working at Planning Capital Management Corp. in Plainfield, NJ and has over 35 years of experience in the finance industry.

3
Richard W. Bell
CRD#: 2163662
1500 E. Lancaster Ave., Suite 204, Paoli, PA 19301

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.

4
Daniel B. Brady
CRD#: 6240339
1500 E. Lancaster Ave., Suite 204, Paoli, PA 19301

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.

5
David A. Emery
CRD#: 4587012
1500 E. Lancaster Ave., Suite 204, Paoli, PA 19301

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.

6
Paul C. McClatchy
CRD#: 1958921
1500 E. Lancaster Ave., Suite 204, Paoli, PA 19301

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.

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