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Capital Planning Consultants, LLC CRD 126260
$37.0M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
110 Court Street Suite #6, Cromwell, CT 06416 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 1987-01-27 |
Branch Locations
110 Court Street, Suite 6, Cromwell, CT 06416 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Planning Consultants, Llc | Cromwell | CT | 01/1986 | Present |
CAPITAL PLANNING CONSULTANTS, LLC MEMBER TAX PREPARATION NOT INVESTMENT RELATED 110 COURT STREET SUITE 6 CROMWELL, CT APPROXIMATELY 5% OF MR. DAVIS' TIME IS SPEND ON TAX PREPARATION
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-12-19 |
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