Be advised. This firm is no longer registered.

Kaplan Financial Advisors LLC

Kaplan Financial Advisors LLC (CRD# 131237) is a financial advisory firm headquartered in Berkeley Heights, NJ. They manage $133,200,000 in 256 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    133
    MILLION
  • Total Number of Accounts
    256
    ACCOUNTS
  • Average Account Value
    $520,313
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, NY

Financial Advisors at Kaplan Financial Advisors LLC
No Advisor Found.
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