Capasso Planning Partners is an investment advisor in Charleston with $254.64 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
824055015
SEC advisor number
801-120995
FINRA CRD number
294673
AUM ?
$332.76 mm
(as of 29 Mar 24)
Accounts
1,588
(as of 29 Mar 24)
Employees
13
(10 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
23 Apr 24
13F-HR
Quarterly holdings report by institutional manager
26 Jan 24
13F-HR
Quarterly holdings report by institutional manager
25 Oct 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
1 May 23
13F-HR
Quarterly holdings report by institutional manager
20 Jan 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
9 May 22
13F-HR
Quarterly holdings report by institutional manager
17 Feb 22