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CPC FINANCIAL PLANNING, INC
CRD 119150
250 TANGLEWOOD LANE, KING OF PRUSSIA, PA, 19406, United States
Phone
610-354-9275
Fax
610-265-8819
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
6 total employees; 6 advisory reps; 18 broker-dealer reps
Clients
1-10
Fees
Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planning
All web addresses on file
Official SEC filing: View on IAPD