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CAPITAL PLANNING ASSOCIATES, INCORPORATED
CRD 128863
750 ROUTE 73 SOUTH, SUITE 105B, MARLTON, NJ, 08053, United States
Phone
609-714-8889
Fax
888-315-1741
Registration
— (—)
Source
State registered
Total AUM
$3.0M
Discretionary AUM
$0
Team
—
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2011-07-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Official SEC filing: View on IAPD