Planning Capital Management Corp.
Planning Capital Management Corp. (CRD# 112994) is a financial advisory firm headquartered in Radnor, PA. They manage $273,274,047 in 856 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management273MILLION
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Total Number of Accounts856ACCOUNTS
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Average Account Value$319,245
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
CA, FL, NC, NJ, PA
Brandon Abe (CRD# 6436358) is an Investment Advisor Representative working at Planning Capital Management Corp. in Radnor, PA and has 1 year of experience in the finance industry. Brandon Abe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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.
Richard Bell (CRD# 2163662) is an Investment Advisor Representative working at Planning Capital Management Corp. in Radnor, PA and has over 31 years of experience in the finance industry.
Daniel Brady (CRD# 6240339) is an Investment Advisor Representative working at Planning Capital Management Corp. in Radnor, PA and has 1 year of experience in the finance industry. Daniel Brady has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
David Emery (CRD# 4587012) is an Investment Advisor Representative working at Planning Capital Management Corp. in Radnor, PA and has over 20 years of experience in the finance industry. David Emery has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Paul McClatchy (CRD# 1958921) is an Investment Advisor Representative working at Planning Capital Management Corp. in Radnor, PA and has over 29 years of experience in the finance industry. Paul McClatchy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.