Capital Planning Advisors Llc, CA — Investment Adviser | BuildTrust

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CAPITAL PLANNING ADVISORS LLC

Investment AdviceROSEVILLE, CA

Assets Under Management

$1.4B

Total AUM

Donut chart: Discretionary 1.4B
Category	Value
Discretionary	1.4B

Adviser Information

Field	Value
CRD Number	170266
SEC Number	801-79170
Street Address	1420 ROCKY RIDGE DRIVE
Street Address 2	#140
Location	ROSEVILLE, CA 95661
Country	United States
Phone	916-286-7650
Fax	916-290-0926
Total Employees	10
Business Types	insurance_broker

Client Count by Type (414 Total)

Horizontal bar chart: High Net Worth Individual… 196, Individuals (other than H… 161, Pension/Profit Sharing Pl… 46, Corporations/Businesses 6, Charitable Organizations 5
Category	Value
High Net Worth Individual…	196
Individuals (other than H…	161
Pension/Profit Sharing Pl…	46
Corporations/Businesses	6
Charitable Organizations	5