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).
Current Firm Details
By the Numbers
-
Total Assets Under Management133MILLION
-
Total Number of Accounts256ACCOUNTS
-
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
Registered Investment Advisor
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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