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Building 2KAPLAN UNLIMITED INC.

Map pinGREAT NECK, NY
Phone(646) 979-3744
NotebookSEC #801-113528
Total AUM
$32.1M
Employees
1
Clients
31

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
935 NORTHERN BLVD
SUITE 203
GREAT NECK
NY 11021
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(646) 979-3744

ReceiptFinancials

Total AUM
$32.1M
Accounts
31
Discretionary
$32.1M
Accounts
31
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
31
AUM
$32.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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