Capital Planning
Likely to Engage tag.Highly Engaged Employees

Finance · Washington, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

10900 NE 4th St Ste 1030, Bellevue, Wash...

Phone Number

(425) 643-1800

Website

www.capitalresourcegroup.com

Revenue

<$5 Million

Industry

Finance Securities Trading

About Capital Planning

Capital Planning LLC is an independent registered investment advisory firm based in Bellevue, WA, specializing in wealth management services that simplify the complexities of financial planning and investment management. They offer a range of services including retirement strategies, estate planning, and investment management, tailored to meet the unique needs of their clients. The firm works virtually with clients across the country, aiming to enhance clarity and confidence in financial decision-making. Their commitment to fiduciary duty ensures that clients' best interests are prioritized in all financial engagements.Explore more
Capital Planning's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Capital Planning Org Chart

XZ
United States flag for contact location.
Xu Zhu

Managing Director

PhoneEmail
MC
United States flag for contact location.
Michael Coppins

Controller

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
MB
United States flag for contact location.
Michael Brodie

Head Managing Director, Investment Banking Re...

PhoneEmail
AB
United States flag for contact location.

Managing Director, Leveraged Lending Investme...

PhoneEmail
KW
United States flag for contact location.

Managing Director - Head of Securitized Credi...

PhoneEmail
SP
United States flag for contact location.

Managing Director & Co-Head of Mergers & Acqu...

PhoneEmail
MP
United States flag for contact location.

Managing Director & Head of Mortgage Finance

PhoneEmail
AL
United States flag for contact location.

Managing Director, Institutional Equity Sales

PhoneEmail
TR
United States flag for contact location.

Managing Director, Mortgage Financing Solutio...

PhoneEmail
MK
United States flag for contact location.

Managing Director, Bmo Capital Markets

PhoneEmail
BH
United States flag for contact location.

Head Managing Director, Financial Sponsors Gr...

PhoneEmail
DJ
United States flag for contact location.

Managing Director, Leveraged Lending

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Compare Similar Companies to Capital Planning

Compare insights from companies similar to Capital Planning, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Capital Planning

<$5M
11-50
Private
-
1983
XZ
Xu ZhuManaging Director
Fulcrum Wealth Advisors
<$5M
1-10
Private
-
2013
SK
Shelley KemperManager, Marketing
Ratcliff Financial Servic...
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
Illustration of an envelope

Capital Planning Tech Stack

A closer look at the technologies used by Capital Planning

Cloudflare Website Optimization

By

Cloudflare
Comcast

By

Xfinity
Proofpoint

By

Proofpoint
Datadog

By

Datadog
See more technologies

Top Finance Companies

Top companies in Canada by revenue

Innovobot
Hillcore Group
DeFi
Manulife Private Wealth
Stairworld
View Full List

Top companies in Australia by revenue

Wealth Collective Financial Advice
Jadeite Family Office
Rural Funds Management
Future Assist
Fxtg
View Full List

Top companies in New Zealand by revenue

Adastra Financial Services
Nuview Wealth Solutions
MacKay Financial Advice & Solutions
Roger Dickie
Astute Financial Management
View Full List
See more top companies

Frequently Asked Questions Regarding Capital Planning

What is Capital Planning's official website?
Capital Planning's official website is www.capitalresourcegroup.com What is Capital Planning's Revenue?
Capital Planning's revenue is <$5 Million What is Capital Planning's SIC code?
Capital Planning's SIC: 62,628 What is Capital Planning's NAICS code?
Capital Planning's NAICS: 52,523 How many employees does Capital Planning have?
Capital Planning has 11-50 employees What industry does Capital Planning belong to?
Capital Planning is in the industry of: Finance, Securities Trading What is Capital Planning competition?
Capital Planning top competitors include: Ratcliff Financial Services, Fulcrum Wealth Advisors What technology does Capital Planning use?
Some of the popular technologies that Capital Planning uses are: Cloudflare Website Optimization, Comcast, Proofpoint, Datadog How do I contact Capital Planning?
Capital Planning contact info: Phone number: (425) 643-1800 Website: www.capitalresourcegroup.com What does Capital Planning do?

Capital Planning LLC is an independent registered investment advisory firm based in Bellevue, WA, specializing in wealth management services that simplify the complexities of financial planning and investment management. They offer a range of services including retirement strategies, estate planning, and investment management, tailored to meet the... unique needs of their clients. The firm works virtually with clients across the country, aiming to enhance clarity and confidence in financial decision-making. Their commitment to fiduciary duty ensures that clients' best interests are prioritized in all financial engagements.Read More

 What are Capital Planning social media links?
Capital Planning Linkedin page Capital Planning Twitter page Is Capital Planning a public company?
Capital Planning is private company therefore does not currently have an official ticker symbol
See more information about Capital Planning

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.

Test Drive ZoomInfo's Directories

Browse Directories

Most Searched Industries

Construction Law Firms & Legal Services Business Services Finance Manufacturing Agriculture Software Accounting & Accounting Services Retail Healthcare Energy, Utilities & Waste Treatment Telecommunications Transportation Real Estate
People SearchCompany Search