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Planning Capital Management Corp.

Headquartered in PAOLI, PA

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Firm Information

Planning Capital Management Corp. is a Pennsylvania-based Registered Investment Advisor (RIA) with approximately $313,253,709 in regulatory assets under management (AUM). The firm provides financial planning and portfolio management services to a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. They also offer selection of other advisors and portfolio management for businesses. The firm has a presence on LinkedIn, Facebook, YouTube, and Twitter.

Planning Capital Management Corp.

1500 E. LANCASTER AVE.

PAOLI, PA 19301

$313.25M

Assets Under Management

10

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

PLANNING CAPITAL MANAGEMENT CORP. has a total of 2 branch locations across the country.
location

PLAINFIELD, NJ

location

PAOLI, PA

Advisors at Planning Capital Management Corp.

View All 6 Advisors
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Brandon John Abe

CFP®, RA

PAOLI, PA

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Daniel Burton Brady

CFP®, RA

PAOLI, PA

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David Arden Emery

CFP®, RA

PAOLI, PA

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Disclosures

There are no public disclosures for Planning Capital Management Corp..

Frequently Asked Questions (6)

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