Kestra Advisor Services Holdings B, Inc is listed as Owner at Capital Planning Advisors LLC in Roseville, CA. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Capital Planning Advisors LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does Kestra Advisor Services Holdings B, Inc work?
Kestra Advisor Services Holdings B, Inc is listed as Owner at Capital Planning Advisors LLC on SEC Form ADV.
How much of Capital Planning Advisors LLC does Kestra Advisor Services Holdings B, Inc own?
Form ADV reports a beneficial ownership band of Over 75%.