Caplan Capital Management
Finance · New Jersey, United States · 1-10 Employees
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Overview
Headquarters
24 N 3rd Ave Ste 201, Highland Park, New...Phone Number
(732) 249-8600Website
www.caplancapital.comRevenue
<$5 MillionIndustry
About Caplan Capital Management
Caplan Capital Management specializes in active portfolio management and comprehensive wealth planning, primarily serving high-net-worth individuals and families since 1996. The firm employs an institutional, research-oriented approach to portfolio and risk management, aligning with clients' financial objectives. Their services include investment management, financial planning, philanthropic services, and tax strategies. With a commitment to earning clients' trust, Caplan Capital Management has established itself as a reliable partner in achieving financial goals.Explore more
Caplan Capital Management Org Chart
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Caplan Capital Management specializes in active portfolio management and comprehensive wealth planning, primarily serving high-net-worth individuals and families since 1996. The firm employs an institutional, research-oriented approach to portfolio and risk management, aligning with clients' financial objectives. Their services include investment m... Read More
