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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 15, 2014
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GRIFFIN, DONALD, JOSEPH | I | CHIEF OPERATIONS OFFICER | NA | |
| GRIFFIN, DONALD, JOSEPH | I | CHIEF OPERATIONS OFFICER | NA | |
| GRIFFIN, DONALD, JOSEPH | I | CHIEF OPERATIONS OFFICER | NA | |
| GRIFFIN, DONALD, JOSEPH | I | CHIEF OPERATIONS OFFICER | NA | |
| GRIFFIN, DONALD, JOSEPH | I | CHIEF OPERATIONS OFFICER | NA | |
| GRIFFIN, DONALD, JOSEPH | I | CHIEF OPERATIONS OFFICER | NA | |
| LUCIANI, GEORGE, NICHOLAS | I | PRESIDENT | E | Control |
| LUCIANI, GEORGE, NICHOLAS | I | CHIEF EXECUTIVE OFFICER | E | Control |
| LUCIANI, GEORGE, NICHOLAS | I | CHIEF FINANCIAL OFFICER | E | Control |
| LUCIANI, GEORGE, NICHOLAS | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LUCIANI, GEORGE, NICHOLAS | I | PRESIDENT | E | Control |
| LUCIANI, GEORGE, NICHOLAS | I | CHIEF EXECUTIVE OFFICER | E | Control |
| LUCIANI, GEORGE, NICHOLAS | I | CHIEF FINANCIAL OFFICER | E | Control |
| LUCIANI, GEORGE, NICHOLAS | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LUCIANI, GEORGE, NICHOLAS | I | PRESIDENT | E | Control |
| LUCIANI, GEORGE, NICHOLAS | I | CHIEF EXECUTIVE OFFICER | E | Control |
| LUCIANI, GEORGE, NICHOLAS | I | CHIEF FINANCIAL OFFICER | E | Control |
| LUCIANI, GEORGE, NICHOLAS | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LUCIANI, GEORGE, NICHOLAS | I | PRESIDENT | E | Control |
| LUCIANI, GEORGE, NICHOLAS | I | CHIEF EXECUTIVE OFFICER | E | Control |
| LUCIANI, GEORGE, NICHOLAS | I | CHIEF FINANCIAL OFFICER | E | Control |
| LUCIANI, GEORGE, NICHOLAS | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LUCIANI, GEORGE, NICHOLAS | I | PRESIDENT | E | Control |
| LUCIANI, GEORGE, NICHOLAS | I | CHIEF EXECUTIVE OFFICER | E | Control |
| LUCIANI, GEORGE, NICHOLAS | I | CHIEF FINANCIAL OFFICER | E | Control |
| LUCIANI, GEORGE, NICHOLAS | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LUCIANI, GEORGE, NICHOLAS | I | PRESIDENT | E | Control |
| LUCIANI, GEORGE, NICHOLAS | I | PRESIDENT | E | Control |
| LUCIANI, GEORGE, NICHOLAS | I | PRESIDENT | E | Control |
| LUCIANI, GEORGE, NICHOLAS | I | PRESIDENT | E | Control |
| LUCIANI, GEORGE, NICHOLAS | I | PRESIDENT | E | Control |
| LUCIANI, GEORGE, NICHOLAS | I | PRESIDENT | E | Control |
| LUCIANI, GEORGE, NICHOLAS | I | CHIEF EXECUTIVE OFFICER | E | Control |
| LUCIANI, GEORGE, NICHOLAS | I | CHIEF FINANCIAL OFFICER | E | Control |
| LUCIANI, GEORGE, NICHOLAS | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LUCIANI, GEORGE, NICHOLAS | I | PRESIDENT, CEO, CCO, CFO | E | Control |
| LUCIANI, GEORGE, NICHOLAS | I | PRESIDENT | E | Control |
| LUCIANI, GEORGE, NICHOLAS | I | CHIEF EXECUTIVE OFFICER | E | Control |
| LUCIANI, GEORGE, NICHOLAS | I | CHIEF FINANCIAL OFFICER | E | Control |
| LUCIANI, GEORGE, NICHOLAS | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LUCIANI, GEORGE, NICHOLAS | I | PRESIDENT | E | Control |
| LUCIANI, GEORGE, NICHOLAS | I | CHIEF EXECUTIVE OFFICER | E | Control |
| LUCIANI, GEORGE, NICHOLAS | I | CHIEF FINANCIAL OFFICER | E | Control |
| LUCIANI, GEORGE, NICHOLAS | I | CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 15, 2014 REGISTERED
Notice Filings (5)
FL NJ NY PA VA
Address
708 FLORAL VALE BLVDYARDLEY, PA 19067
United States
Phone: 215-579-5760