Confidential Planning I, LLC

Confidential Planning I, LLC (CRD# 145807) is a financial advisory firm headquartered in East Syracuse, NY. They manage $53,750,000 in 17 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
5845 Widewaters Parkway, Suite 300, East Syracuse, NY 13057
http://www.cpcfs.com
By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $3,161,765
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Confidential Planning I, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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