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Building 2KAPLAN FINANCIAL ADVISORS LLC

Map pin
Phone908-898-0549
NotebookSEC #801-117812
Total AUM
$133.2M
Employees
1
Clients
51

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
908-898-0549

ReceiptFinancials

Total AUM
$133.2M
Accounts
256
Discretionary
$133.2M
Accounts
256
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
23
AUM
$12.4M
HNW Individual Clients
28
AUM
$120.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
NJNY

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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