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Building 2KAPLAN & COMPANY SECURITIES INC.

Map pinBOCA RATON, FL
Phone561-672-4727
NotebookSEC #801-61866
Total AUM
$31M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
225 NE MIZNER BLVD
SUITE 524
BOCA RATON
FL 33432
USA
Operating Hours
8:00 - 5:00
Monday - Friday
Phone
561-672-4727

ReceiptFinancials

Total AUM
$31M
Accounts
2
Discretionary
$0
Accounts
0
Non-Discretionary
$31M
Accounts
2

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLVA

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

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