Dan Kaplan's Colleagues at Geller Advisors LLC
Dan Kaplan's Contact Details
212-583-6001
Geller Advisors LLC
Dan Kaplan's Company Details
Geller Advisors is a multi-family office, designed and built over almost twenty years in response to the evolving needs of some of the world's wealthiest families. Drawing on the skills and experience of over 600 professionals across Geller & Company, Geller Advisors works to safeguard and simplify the complex financial lives of our clients, so they can spend more time focused on what matters to them. • Serving over 70 families • An SEC Registered Investment Advisor• Over $3.5 Billion of Assets Under Management as of Dec 31, 2019• Over $3.1 Billion Assets Under Advisement as of Dec 31, 2019Geller Advisors offers a unique combination of services under one roof, including: •Strategic Financial Planning •Investment Management•Tax Advisory Services•Personal CFO Services