Caplan Capital Management Inc.

Investment Bank/Securities Brokerage - N/A, N/A, N/A

Caplan Capital Management Inc. Employees

Jonathan Caplan

Investment Advisor

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Joseph Caplan

Chief Operating Officer

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Caplan Capital Management Inc. Senior Management

Joseph Caplan

Chief Operating Officer

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Caplan Capital Management Inc. Details

Caplan Capital Management, Inc. provides unparalleled portfolio management services with a disciplined approach to wealth management. Following a complimentary consultation, we design a personalized program based on the client's individual goals and risk tolerance. Clients enjoy the many services and conveniences of our larger brokerage house competitors without the usual high costs and conflicts of interest. Through our relationship with TD Ameritrade, we offer our clients comprehensive financial products and services.

Website: caplancapital.com

Employees: 5 - 9

HQ: N/A

Location: N/A, N/A, N/A

Revenue: Not Available

N/A

Caplan Capital Management Inc. Technologies

Load Balancers

Varnish

CMS

Wix

Hosting

Google Cloud Hosting

Other

Mobile Friendly

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