Overview
Assets Under Management: $313 million
Headquarters: PAOLI, PA
High-Net-Worth Clients: 92
Average Client Assets: $2.7 million
Frequently Asked Questions
PLANNING CAPITAL MANAGEMENT CORP. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #112994), PLANNING CAPITAL MANAGEMENT CORP. is subject to fiduciary duty under federal law.
PLANNING CAPITAL MANAGEMENT CORP. is headquartered in PAOLI, PA.
PLANNING CAPITAL MANAGEMENT CORP. serves 92 high-net-worth clients according to their SEC filing dated February 23, 2024. View client details ↓
According to their SEC Form ADV, PLANNING CAPITAL MANAGEMENT CORP. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
PLANNING CAPITAL MANAGEMENT CORP. manages $313 million in client assets according to their SEC filing dated February 23, 2024.
According to their SEC Form ADV, PLANNING CAPITAL MANAGEMENT CORP. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 92
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.24%
Average Client Assets: $2.7 million
Total Client Accounts: 868
Discretionary Accounts: 868
Regulatory Filings
CRD Number: 112994
Filing ID: 1828429
Last Filing Date: 2024-02-23 14:34:00