Form D Explorer

CAPITAL PLANNING, LLC

SEC file number 801-79115 · 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
$549.4M
Discretionary AUM
$549.4M
Employees
14
Clients
10

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)