CAPITAL PLANNING CORP
CRD #105013 SEC #801-19781 BELLEVUE, WA 425-643-1800
SEC Registered
Total AUM
$305.5M
Discretionary
$281M
Employees
10
Clients
1
Accounts
1,580
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2013 | $305.5M | $281M | $24.5M | 10 | 400 |
| Mar 2013 | $305.5M | $281M | $24.5M | 10 | 400 |
| Mar 2013 | $305.5M | $281M | $24.5M | 10 | 400 |
| Dec 2012 | $254.3M | $231.6M | $22.7M | 10 | 400 |
| Mar 2012 | $254.3M | $231.6M | $22.7M | 6 | 400 |
| Mar 2012 | $254.3M | $231.6M | $22.7M | 6 | 400 |
| Jul 2011 | $258M | $237.6M | $20.4M | 10 | -- |
| Mar 2011 | $258M | $237.6M | $20.4M | 10 | -- |
| Dec 2010 | $225M | $208.2M | $16.8M | 10 | -- |
| Jul 2010 | $225M | $208.2M | $16.8M | 10 | -- |
| Jun 2010 | $225M | $208.2M | $16.8M | 10 | -- |
| Oct 2009 | $155.4M | $154.8M | $555.1K | 10 | -- |
| Mar 2008 | $244.8M | $243.6M | $1.2M | -- | -- |
| Mar 2007 | $226.7M | $225.1M | $1.6M | -- | -- |
| Mar 2007 | $226.7M | $225.1M | $1.6M | -- | -- |
| Sep 2005 | $154.2M | $154.2M | $0 | -- | -- |
| May 2005 | $154.2M | $154.2M | $0 | -- | -- |
| Jul 2004 | $135.9M | $135.9M | $0 | -- | -- |
| Apr 2004 | $135.9M | $135.9M | $0 | 10 | -- |
| Mar 2002 | $135.3M | $134.9M | $345.4K | 10 | -- |
DateOct 2013
Total AUM$305.5M
Discretionary$281M
Non-Disc.$24.5M
Employees10
Clients400
DateMar 2013
Total AUM$305.5M
Discretionary$281M
Non-Disc.$24.5M
Employees10
Clients400
DateMar 2013
Total AUM$305.5M
Discretionary$281M
Non-Disc.$24.5M
Employees10
Clients400
DateDec 2012
Total AUM$254.3M
Discretionary$231.6M
Non-Disc.$22.7M
Employees10
Clients400
DateMar 2012
Total AUM$254.3M
Discretionary$231.6M
Non-Disc.$22.7M
Employees6
Clients400
DateMar 2012
Total AUM$254.3M
Discretionary$231.6M
Non-Disc.$22.7M
Employees6
Clients400
DateJul 2011
Total AUM$258M
Discretionary$237.6M
Non-Disc.$20.4M
Employees10
Clients--
DateMar 2011
Total AUM$258M
Discretionary$237.6M
Non-Disc.$20.4M
Employees10
Clients--
DateDec 2010
Total AUM$225M
Discretionary$208.2M
Non-Disc.$16.8M
Employees10
Clients--
DateJul 2010
Total AUM$225M
Discretionary$208.2M
Non-Disc.$16.8M
Employees10
Clients--
DateJun 2010
Total AUM$225M
Discretionary$208.2M
Non-Disc.$16.8M
Employees10
Clients--
DateOct 2009
Total AUM$155.4M
Discretionary$154.8M
Non-Disc.$555.1K
Employees10
Clients--
DateMar 2008
Total AUM$244.8M
Discretionary$243.6M
Non-Disc.$1.2M
Employees--
Clients--
DateMar 2007
Total AUM$226.7M
Discretionary$225.1M
Non-Disc.$1.6M
Employees--
Clients--
DateMar 2007
Total AUM$226.7M
Discretionary$225.1M
Non-Disc.$1.6M
Employees--
Clients--
DateSep 2005
Total AUM$154.2M
Discretionary$154.2M
Non-Disc.$0
Employees--
Clients--
DateMay 2005
Total AUM$154.2M
Discretionary$154.2M
Non-Disc.$0
Employees--
Clients--
DateJul 2004
Total AUM$135.9M
Discretionary$135.9M
Non-Disc.$0
Employees--
Clients--
DateApr 2004
Total AUM$135.9M
Discretionary$135.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$135.3M
Discretionary$134.9M
Non-Disc.$345.4K
Employees10
Clients--