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) 249-8600

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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About Caplan Capital Management

Caplan Capital Management specializes in active portfolio management and comprehensive wealth planning for high-net-worth individuals and families. Since its establishment in 1996, the firm has focused on helping clients achieve their financial objectives through an institutional, research-oriented approach to portfolio and risk management. In addition to investment management, clients have access to various advisory solutions and operational support to meet their evolving needs. The company is located in Highland Park, New Jersey.Explore more
Caplan Capital Management's Social MediaPopular SearchesCaplan Capital ManagementCaplan Capital Management IncCaplan CapitalCaplancapital.comJonathan CaplanSIC Code 62,628NAICS Code 52,523Show more

Caplan Capital Management Org Chart

JC
United States flag for contact location.

Founder & Chief Executive Officer

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JC
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Director, Business Development & Client Servi...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Caplan Capital Management

<$5M
1-10
Private
-
1996
JC
Jonathan CaplanFounder & CEO
$6.9M
11-50
Private
-
1983
Denise Lollis, Chief Operating Officer & Chief Compliance Officer at Greenwood Capital Associates
Denise LollisChief Operating Officer & Chief Compliance Officer
$5.3M
1-10
Private
-
-
<$5M
11-50
Private
-
-
SM
Saraiy MezaSenior Registered Client Associate
<$5M
11-50
Private
<$5M
1998
DB
Dorothy BoehrChief Compliance Officer
<$5M
1-10
Private
-
2008
JR
James RuffinWealth Management Vice President & Director
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Caplan Capital Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Caplan Capital Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Caplan Capital Management.

Caplan Capital Management Tech Stack

A closer look at the technologies used by Caplan Capital Management

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Frequently Asked Questions Regarding Caplan Capital Management

What is Caplan Capital Management's official website?
Caplan Capital Management's official website is www.caplancapital.com
What is Caplan Capital Management's Revenue?
Caplan Capital Management's revenue is <$5 Million
What is Caplan Capital Management's SIC code?
Caplan Capital Management's SIC: 62,628
What is Caplan Capital Management's NAICS code?
Caplan Capital Management's NAICS: 52,523
How many employees does Caplan Capital Management have?
Caplan Capital Management has 1-10 employees
What industry does Caplan Capital Management belong to?
Caplan Capital Management is in the industry of: Finance, Securities Trading
What is Caplan Capital Management competition?
Caplan Capital Management top competitors include: Excelsior Capital Management, Elemental Capital Management, Paragon Capital Management, Greenwood Capital Associates
What technology does Caplan Capital Management use?
Some of the popular technologies that Caplan Capital Management uses are: WooCommerce, WordPress.org, PHP, Cloudflare Website Optimization
How do I contact Caplan Capital Management?
Caplan Capital Management contact info: Phone number: (732) 249-8600 Website: www.caplancapital.com
What does Caplan Capital Management do?

Caplan Capital Management specializes in active portfolio management and comprehensive wealth planning for high-net-worth individuals and families. Since its establishment in 1996, the firm has focused on helping clients achieve their financial objectives through an institutional, research-oriented approach to portfolio and risk management. In addi... tion to investment management, clients have access to various advisory solutions and operational support to meet their evolving needs. The company is located in Highland Park, New Jersey.Read More

What are Caplan Capital Management social media links?
Caplan Capital Management Linkedin page Caplan Capital Management Twitter page
Is Caplan Capital Management a public company?
Caplan Capital Management is private company therefore does not currently have an official ticker symbol
See more information about Caplan Capital Management

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