Capital Management & Planning, Inc.
Capital Management & Planning, Inc. (CRD# 114331) is a financial advisory firm headquartered in Kernersville, NC. They manage $36,009,001 in 157 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Capital Management & Planning, Inc.
By the Numbers
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Total Assets Under Management36MILLION
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Total Number of Accounts157ACCOUNTS
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Average Account Value$229,357
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC
Financial Advisors at Capital Management & Planning, Inc.
No Advisor Found.
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