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).

By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    197
    ACCOUNTS
  • Average Account Value
    $316,244
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
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, NY

Financial Advisors at Kaplan Financial Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Eve L. Kaplan
CRD#: 4785469
Berkeley Heights, NJ
93
Wealthminder
score

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.

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