CAPITAL PLANNING ADVISORY GROUP INC
CRD #105865 SEC #801-31703 YARDLEY, PA 215-579-5760
SEC Registered
Total AUM
$120M
Discretionary
$115M
Employees
2
Clients
101
Accounts
200
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2014 | $120M | $115M | $5M | 2 | 300 |
| Mar 2013 | $105M | $105M | $0 | 2 | 300 |
| Feb 2012 | $112M | $110M | $2M | 6 | 300 |
| Nov 2011 | $134.9M | $134.9M | $0 | 6 | 101 |
| Apr 2011 | $134.9M | $134.9M | $0 | 10 | -- |
| Mar 2010 | $135.2M | $135.2M | $0 | 10 | -- |
| Mar 2008 | $182M | $182M | $0 | 10 | -- |
| Mar 2007 | $172M | $172M | $0 | 10 | -- |
| Sep 2005 | $122.5M | $122.5M | $0 | 10 | -- |
| Jan 2005 | $115M | $115M | $0 | 10 | -- |
| Mar 2004 | $100M | $100M | $0 | 10 | -- |
| Apr 2002 | $89.5M | $89.5M | $0 | 10 | -- |
| Apr 2002 | $90M | $90M | $0 | 5 | -- |
| Jun 2001 | $90M | $90M | $0 | 5 | -- |
DateMar 2014
Total AUM$120M
Discretionary$115M
Non-Disc.$5M
Employees2
Clients300
DateMar 2013
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees2
Clients300
DateFeb 2012
Total AUM$112M
Discretionary$110M
Non-Disc.$2M
Employees6
Clients300
DateNov 2011
Total AUM$134.9M
Discretionary$134.9M
Non-Disc.$0
Employees6
Clients101
DateApr 2011
Total AUM$134.9M
Discretionary$134.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$135.2M
Discretionary$135.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$182M
Discretionary$182M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$172M
Discretionary$172M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$122.5M
Discretionary$122.5M
Non-Disc.$0
Employees10
Clients--
DateJan 2005
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees10
Clients--
DateApr 2002
Total AUM$89.5M
Discretionary$89.5M
Non-Disc.$0
Employees10
Clients--
DateApr 2002
Total AUM$90M
Discretionary$90M
Non-Disc.$0
Employees5
Clients--
DateJun 2001
Total AUM$90M
Discretionary$90M
Non-Disc.$0
Employees5
Clients--