Active
CAPITAL AREA PLANNING GROUP
Investment Advice|WASHINGTON, DC
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$46.1M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 46.1M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 333056 |
| SEC Number | 801-131246 |
| Street Address | 1255 UNION STREET NE |
| Street Address 2 | 7TH FLOOR |
| Location | WASHINGTON, DC 20002 |
| Country | United States |
| Phone | 202-916-5624 |
| Total Employees | 4 |
| Business Types | insurance_broker, accountant, financial_product_sales |
Client Count by Type (60 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 44 |
| Individuals (other than H… | 15 |
| Corporations/Businesses | 1 |
Community Partners
CITY OF WASHINGTON DC
CITY OF WASHINGTON DC
CITY OF WASHINGTON DC
Municipal Government
1 Active
1
Organizations
DC HEALTH BENEFIT EXCHANGE AUTHORITY
DISTRICT OF COLUMBIA HOUSING FINANCE AGENCY
HOUSING & COMMUNITY DEVELOPMENT
METROPOLITAN WASHINGTON AIRPORTS AUTHORITY
WASHINGTON METROPOLITAN AREA TRANSIT AUTHORITY
DC HEALTH BENEFIT EXCHANGE AUTHORITY
DISTRICT OF COLUMBIA HOUSING FINANCE AGENCY
HOUSING & COMMUNITY DEVELOPMENT
METROPOLITAN WASHINGTON AIRPORTS AUTHORITY
WASHINGTON METROPOLITAN AREA TRANSIT AUTHORITY
DC HEALTH BENEFIT EXCHANGE AUTHORITY
DISTRICT OF COLUMBIA HOUSING FINANCE AGENCY
HOUSING & COMMUNITY DEVELOPMENT
METROPOLITAN WASHINGTON AIRPORTS AUTHORITY
WASHINGTON METROPOLITAN AREA TRANSIT AUTHORITY
Special District
5 Active
5
Organizations
CEDAR TREE ACADEMY PCS
COLUMBIA HEIGHTS EDUCATION CAMPUS
DISTRICT OF COLUMBIA, GOVERNMENT OF
DISTRICT OF COLUMBIA PUBLIC SCHOOLS
UNIVERSITY OF THE DISTRICT OF COLUMBIA
WASHINGTON GLOBAL PUBLIC CHARTER SCHOOL
CEDAR TREE ACADEMY PCS
COLUMBIA HEIGHTS EDUCATION CAMPUS
DISTRICT OF COLUMBIA, GOVERNMENT OF
DISTRICT OF COLUMBIA PUBLIC SCHOOLS
UNIVERSITY OF THE DISTRICT OF COLUMBIA
WASHINGTON GLOBAL PUBLIC CHARTER SCHOOL
CEDAR TREE ACADEMY PCS
COLUMBIA HEIGHTS EDUCATION CAMPUS
DISTRICT OF COLUMBIA, GOVERNMENT OF
DISTRICT OF COLUMBIA PUBLIC SCHOOLS
UNIVERSITY OF THE DISTRICT OF COLUMBIA
WASHINGTON GLOBAL PUBLIC CHARTER SCHOOL
School District
6 Active
6
Organizations
011 NATIONAL CAPITAL CHAPTER OF TROUT UNLIMITED
1
1000 DAYS
1000 DREAMS FUND
100 BLACK MEN OF GREATER WASHINGTON DC
100 FATHERS INC
100REPORTERS
100 REPORTERS
116 INC
11TH AND BARK
11TH AND MONROE FRIENDS OF THE PARK
121 DELTA THETA DISTRICT 3
1231-1235 GOOD HOPE ROAD INC
1250 24 LLC
131 & COUNTING
13TH STREET COMMUNITY PARK AND GARDEN INC
1470707 ALL-INCLUSIVE COMMUNICATORS
14TH STREET HEIGHTS MAIN STREET PROGRAM
1530 MEDICAL SERVICES INC
1800 MASSACHUSETTS AVENUE CORP
011 NATIONAL CAPITAL CHAPTER OF TROUT UNLIMITED
1
1000 DAYS
1000 DREAMS FUND
100 BLACK MEN OF GREATER WASHINGTON DC
100 FATHERS INC
100REPORTERS
100 REPORTERS
116 INC
11TH AND BARK
11TH AND MONROE FRIENDS OF THE PARK
121 DELTA THETA DISTRICT 3
1231-1235 GOOD HOPE ROAD INC
1250 24 LLC
131 & COUNTING
13TH STREET COMMUNITY PARK AND GARDEN INC
1470707 ALL-INCLUSIVE COMMUNICATORS
14TH STREET HEIGHTS MAIN STREET PROGRAM
1530 MEDICAL SERVICES INC
1800 MASSACHUSETTS AVENUE CORP
011 NATIONAL CAPITAL CHAPTER OF TROUT UNLIMITED
1
1000 DAYS
1000 DREAMS FUND
100 BLACK MEN OF GREATER WASHINGTON DC
100 FATHERS INC
100REPORTERS
100 REPORTERS
116 INC
11TH AND BARK
11TH AND MONROE FRIENDS OF THE PARK
121 DELTA THETA DISTRICT 3
1231-1235 GOOD HOPE ROAD INC
1250 24 LLC
131 & COUNTING
13TH STREET COMMUNITY PARK AND GARDEN INC
1470707 ALL-INCLUSIVE COMMUNICATORS
14TH STREET HEIGHTS MAIN STREET PROGRAM
1530 MEDICAL SERVICES INC
1800 MASSACHUSETTS AVENUE CORP
Nonprofit Organization
17744 Active
17744
Organizations
Community Partners62 organizations
DC HEALTH BENEFIT EXCHANGE AUTHORITY
Special District·WASHINGTON
DISTRICT OF COLUMBIA HOUSING FINANCE AGENCY
Special District·WASHINGTON
HOUSING & COMMUNITY DEVELOPMENT
Special District·WASHINGTON
METROPOLITAN WASHINGTON AIRPORTS AUTHORITY
Special District·WASHINGTON
WASHINGTON METROPOLITAN AREA TRANSIT AUTHORITY
Special District·WASHINGTON
CEDAR TREE ACADEMY PCS
School District·WASHINGTON
COLUMBIA HEIGHTS EDUCATION CAMPUS
School District·WASHINGTON
DISTRICT OF COLUMBIA, GOVERNMENT OF
School District·WASHINGTON
DISTRICT OF COLUMBIA PUBLIC SCHOOLS
School District·WASHINGTON
UNIVERSITY OF THE DISTRICT OF COLUMBIA
School District·WASHINGTON
WASHINGTON GLOBAL PUBLIC CHARTER SCHOOL
School District·WASHINGTON
011 NATIONAL CAPITAL CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·WASHINGTON
1
Nonprofit Organization·Washington
1000 DAYS
Nonprofit Organization·WASHINGTON
1000 DREAMS FUND
Nonprofit Organization·WASHINGTON
100 BLACK MEN OF GREATER WASHINGTON DC
Nonprofit Organization·WASHINGTON
100 FATHERS INC
Nonprofit Organization·Washington
100REPORTERS
Nonprofit Organization·Washington
100 REPORTERS
Nonprofit Organization·WASHINGTON
116 INC
Nonprofit Organization·WASHINGTON
11TH AND BARK
Nonprofit Organization·Washington
11TH AND MONROE FRIENDS OF THE PARK
Nonprofit Organization·Washington
121 DELTA THETA DISTRICT 3
Nonprofit Organization·Washington
1231-1235 GOOD HOPE ROAD INC
Nonprofit Organization·WASHINGTON
1250 24 LLC
Nonprofit Organization·WASHINGTON
131 & COUNTING
Nonprofit Organization·Washington
13TH STREET COMMUNITY PARK AND GARDEN INC
Nonprofit Organization·Washington
1470707 ALL-INCLUSIVE COMMUNICATORS
Nonprofit Organization·Washington
14TH STREET HEIGHTS MAIN STREET PROGRAM
Nonprofit Organization·Washington
1530 MEDICAL SERVICES INC
Nonprofit Organization·WASHINGTON
1800 MASSACHUSETTS AVENUE CORP
Nonprofit Organization·WASHINGTON
1801 Gift Shop
Nonprofit Organization·Washington
1882 PROJECT FOUNDATION
Nonprofit Organization·WASHINGTON
18TH STREET EARLY LEARNING CHILD DEVELOPMENT CENTER L.L.C.
Nonprofit Organization·WASHINGTON
18TH STREET SINGERS
Nonprofit Organization·Washington
1922 RHOYAL PROGRESS PAC
Nonprofit Organization·Washington
1992 BENEFIT PLAN RETIREE
Nonprofit Organization·WASHINGTON
1DONYA INC
Nonprofit Organization·WASHINGTON
1 FOR 1 FOUNDATION
Nonprofit Organization·Washington
2013 Holdings Inc
Nonprofit Organization·Washington
21H ASSOCIATION
Nonprofit Organization·Washington
21st Century Policy Institute
Nonprofit Organization·Washington
21ST CENTURY SCHOOL FUND
Nonprofit Organization·WASHINGTON
21st Century Schools Action Fund
Nonprofit Organization·Washington
224 CLUB
Nonprofit Organization·Washington
226 EDUCATIONAL PROGRAMS
Nonprofit Organization·Washington
23RD DISTRICT
Nonprofit Organization·Washington
2GETHER-INTERNATIONAL INC
Nonprofit Organization·WASHINGTON
30125 FEDERAL CHAPTER
Nonprofit Organization·Washington
314 ACTION EDUCATION FUND
Nonprofit Organization·Washington
317 COALITION
Nonprofit Organization·WASHINGTON
3201 WISCONSIN AVE TENANTS ASSOCIATION
Nonprofit Organization·Washington
340B HEALTH
Nonprofit Organization·WASHINGTON
360 COMMUNITY CAPITAL
Nonprofit Organization·WASHINGTON
3GC INCORPORATED
Nonprofit Organization·WASHINGTON
3GDC INC
Nonprofit Organization·Washington
436220 GEORGETOWN
Nonprofit Organization·Washington
436240 DISTRICT OF COLUMBIA
Nonprofit Organization·Washington
4-G FAMILY FOUNDATION INC
Nonprofit Organization·WASHINGTON
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Washington
501SEATS
Nonprofit Organization·Washington