635 East Bay Street
Suite C
Charleston, South Carolina 29403
Tel: 843-608-8487
CAPASSO PLANNING PARTNERS LLC, formally registered with the SEC as CAPASSO PLANNING PARTNERS LLC. The firm was established in 04/28/2021. They have over 1 offices throughout the country.
CAPASSO PLANNING PARTNERS LLC is a Charleston, South Carolina based Financial Planning firm with nearly $332,760,217 assets under management, offering retirement planning & investment advisory services to 1588 clients. The firm is staffed with 9 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 294673 |
SEC# | 801-120995 |
Assets Managed by Firm | $332,760,217 |
No. of Clients | 1588 |
No. of Advisors | 9 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1588 | $332,760,217 |
Individuals (other than high net worth individuals) | 573 | $115,571,208 |
High net worth individuals | 75 | $208,466,922 |
Charitable organizations | 1 | $72,416 |
Corporations or other businesses | 6 | $8,649,671 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$463,475,486,343 | 1910545 | 35841 | |
$28,309,013,200 | 61 | 510 | |
$5,519,652,128 | 15301 | 167 | |
$4,462,882,442 | 42 | 16 | |
$3,417,068,970 | 420 | 20 |
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