Camacho Capital Planning Advisors LLC
Firm details
- Headquarters
- Monmouth Junction, New Jersey
- CRD number
- 325184
- Website
- camachocpa.net
- Custodians
- CAPITAL CLIENT GROUP, INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals98.16%
- Corporations / Businesses1.84%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Camacho Capital Planning Advisors LLC is an independent, individual-owned registered investment adviser that primarily serves individuals, families and small institutions. The firm offers financial planning and portfolio management for individuals and small businesses and charges clients via a mix of percentage-of-assets and fixed fees. It is not positioned as an ESG-focused manager, does not operate across multiple states, and does not present itself as a capital allocator, pension consultant, or related adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Contacts
1 of 1
Leodegario Camacho
PartnerCRD 2842491
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Monmouth Junction, NJ
Middlesex
Location
Monmouth Junction, NJ
Headquartered in Monmouth Junction, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Middlesex
- Address
- 4105 Us Highway 1
- Time zone
- ET (UTC-5)
- Office locations
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