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Building 2J. L. KAPLAN ASSOCIATES, LLC

Map pinBOSTON, MA
Phone617-542-1655
NotebookSEC #801-11802
Total AUM
$312.3M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 BERKELEY STREET
BOSTON
MA 02116
United States
Operating Hours
9:00 A.M. TO 5:00P.M.
Monday - Friday
Phone
617-542-1655

ReceiptFinancials

Total AUM
$312.3M
Accounts
169
Discretionary
$312.3M
Accounts
169
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Court Injunction (Past 10 Years)
State Registrations
AZCACTDCFLILINMAMDMNNCNHNJNYOHOKPARITNTXWI

HandshakeAffiliates

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Affiliates
Reported 22 business affiliates.
Claimed Affiliates
Reported as an affiliate by 6 other businesses.

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