Caplan Financial Group

Finance · Maryland, United States · 1-10 Employees

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Overview

Headquarters

841 E Fort Ave Ste 315, Baltimore, Maryl...

Phone Number

(410) 735-1905

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Caplan Financial Group

Composition Wealth is an independent, registered investment advisory firm that provides wealth management and retirement corporate benefits services. The company aims to deliver a best-in-class experience, advice, and technology tailored to clients' evolving needs. Committed to fiduciary principles, Composition Wealth seeks to help clients achieve their financial goals throughout their lives. Their target clients include individuals and organizations looking for personalized financial strategies.Explore more
Caplan Financial Group's Social MediaPopular Searchescaplan financial group LLCCaplan Financial GroupFinancial Group LLCSIC Code 62,628NAICS Code 52,523Show more

Caplan Financial Group Org Chart

PhoneEmail
MC
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President and CCO

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Caplan Financial Group

<$5M
1-10
Private
-
2002
MC
Mitchell CaplanPresident and CCO
$5M
11-50
Private
-
2012
BC
Benjamin ColesChief Development Officer (Cdo)
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
<$5M
2005
N/A
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

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Activity Insights

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

What does this means?

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

Caplan Financial Group Tech Stack

A closer look at the technologies used by Caplan Financial Group

Caplan Financial Group News & Media

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Frequently Asked Questions Regarding Caplan Financial Group

What is Caplan Financial Group's official website?
Caplan Financial Group's official website is www.caplanfinancialgroup.com
What is Caplan Financial Group's Revenue?
Caplan Financial Group's revenue is <$5 Million
What is Caplan Financial Group's SIC code?
Caplan Financial Group's SIC: 62,628
What is Caplan Financial Group's NAICS code?
Caplan Financial Group's NAICS: 52,523
How many employees does Caplan Financial Group have?
Caplan Financial Group has 1-10 employees
What industry does Caplan Financial Group belong to?
Caplan Financial Group is in the industry of: Finance, Securities Trading
What is Caplan Financial Group competition?
Caplan Financial Group top competitors include: Sierra Pacific Financial Advisors, Cambridge Wealth Management, Alliance Wealth Advisors, Ratcliff Financial Services
What technology does Caplan Financial Group use?
Some of the popular technologies that Caplan Financial Group uses are: AppRiver, Microsoft 365, Hostgator, Hostgator Email
How do I contact Caplan Financial Group?
Caplan Financial Group contact info: Phone number: (410) 735-1905 Website: www.caplanfinancialgroup.com
What does Caplan Financial Group do?

Composition Wealth is an independent, registered investment advisory firm that provides wealth management and retirement corporate benefits services. The company aims to deliver a best-in-class experience, advice, and technology tailored to clients' evolving needs. Committed to fiduciary principles, Composition Wealth seeks to help clients achieve... their financial goals throughout their lives. Their target clients include individuals and organizations looking for personalized financial strategies.Read More

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

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