Caplan Capital Management,incorporated

Caplan Capital Management,incorporated (CRD# 124601) is a financial advisory firm headquartered in Highland Park, NJ. They manage $25,988,153 in 138 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    138
    ACCOUNTS
  • Average Account Value
    $188,320
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ

Financial Advisors at Caplan Capital Management,incorporated
Showing 1 - 1 of 1 top financial advisors.
1
Jonathan D. Caplan
CRD#: 1681080
417 Denison Street, Highland Park, NJ 08817
93
Wealthminder
score

Jonathan Caplan (CRD# 1681080) is an Investment Advisor Representative working at Caplan Capital Management,incorporated in Highland Park, NJ and has over 23 years of experience in the finance industry.

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