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Capital Planning Corp.

315 Vaquero Road
Arcadia, California 91007
United States
 
Contact :      Lucinda Bradley
Phone :       626-445-3912
Fax :             626-447-2877
Email :         corplaninc@earthlink.net
Web :           http://

Capital Planning Corp. Information

Type of organization :
Total Assets Managed ($Mil) : $40
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) :
Year Founded : 1994
Wrap Programs Offered? : No
# of Accounts Managed : 394
In-House Research : %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Capital Planning Corp. History


Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
 
Limited Partnership :
 
Foundations :
ERISA :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : Analysts :
Portfolio Managers : Traders :
Client Service : Operation :

Capital Planning Corp. Personnel

Ms.  Bridget Esparza

Data Preparer
Tel : 800-468-1828
Email: esparzabridget@hotmail.com
null

Capital Planning Corp. Product Name

Report Created: August,4 2020.  Copyright Money Manager Review , All rights Reserved.
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