James Boyd Wilson is listed as Chief Executive Officer at Capital Planning Advisors LLC in Roseville, CA. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Capital Planning Advisors LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does James Boyd Wilson work?
James Boyd Wilson is listed as Chief Executive Officer at Capital Planning Advisors LLC on SEC Form ADV.
How much of Capital Planning Advisors LLC does James Boyd Wilson own?
Form ADV reports a beneficial ownership band of Under 5%.