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Planning Capital Management
Planning Capital Management is a bank / wealth / trust based in Philadelphia, founded 2001; the Altss profile covers its classification, headquarters,...
Overview
Planning Capital Management is a wealth management firm based in Paoli, Pennsylvania. It focuses on serving clients in North America.
General information
Firm type
Bank / Wealth / Trust
Year founded
2001
Location
Region
North America
Country
United States
City
Philadelphia
Corporate office
Philadelphia, PA, United States
Frequently asked questions
Who runs investment decisions at Planning Capital Management?
Planning Capital Management operates with an internal investment committee that sets asset-allocation frameworks and approves manager selections, though the names of individual committee members are not publicly disclosed beyond the firm's Form ADV filings. Advisers retain discretion within those frameworks to tailor portfolios to each client's tax, liquidity, and estate-planning needs. The firm's registered principals hold standard RIA designations and are listed in regulatory filings.
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