Form D Explorer

CAPITAL PLANNING CORP

SEC file number 801-19781 · BELLEVUE, WA
https://planningcenter.com ↗ (name-match guess, not verified)

This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.

Regulatory AUM
$305.5M
Discretionary AUM
$281M
Employees
10
Clients
400

Firm

Address
10900 NE 4TH STREET
BELLEVUE, WA 98004
Phone
—
Website
https://planningcenter.com
(name-match guess, not verified)
Disciplinary
Unknown — verify on SEC IAPD

Sources

Possible Form D name matches (not verified)