Form D Explorer

CAPITAL PLANNING ADVISORS LLC

SEC file number 801-79170 · ROSEVILLE, CA
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
$1.14B
Discretionary AUM
$1.13B
Employees
9
Clients
—

Firm

Address
1420 ROCKY RIDGE DRIVE
ROSEVILLE, CA 95661
Phone
—
Website
https://planningcenter.com
(name-match guess, not verified)
Disciplinary
Unknown — verify on SEC IAPD

Sources

Possible Form D name matches (not verified)