Kaplan Financial Advisors LLC
Kaplan Financial Advisors LLC (CRD# 131237) is a financial advisory firm headquartered in Berkeley Heights, NJ. They manage $62,300,000 in 197 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management62MILLION
Total Number of Accounts197ACCOUNTS
Average Account Value$316,244
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Eve Kaplan (CRD# 4785469) is an Investment Advisor Representative working at Kaplan Financial Advisors LLC in Berkeley Heights, NJ and has over 12 years of experience in the finance industry.