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Michael Samuel Kaplan

CORECOMMODITY MANAGEMENT, LLC·STAMFORD, Connecticut
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680 WASHINGTON BOULEVARD, STAMFORD, CT 06901CRD# 4768527Firm CRD# 135810
01

About

Michael Samuel Kaplan is a registered financial advisor based in STAMFORD, Connecticut, affiliated with CORECOMMODITY MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
CORECOMMODITY MANAGEMENT, LLC
CORECOMMODITY MANAGEMENT, LLC
AUM
$3.6B
Regulatory assets under management
Employees
30
Total firm employees
View all advisors at CORECOMMODITY MANAGEMENT, LLC →
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4768527
Firm CRD# 135810
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Samuel Kaplan offer?
Michael Samuel Kaplan specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in STAMFORD, Connecticut for a consultation.
What are Michael Samuel Kaplan's credentials?
Michael Samuel Kaplan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Samuel Kaplan located?
Michael Samuel Kaplan is based in STAMFORD, Connecticut, working with CORECOMMODITY MANAGEMENT, LLC. Their office serves clients in the STAMFORD metropolitan area and surrounding communities.
How does Michael Samuel Kaplan charge for services?
Michael Samuel Kaplan's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CORECOMMODITY MANAGEMENT, LLC?
CORECOMMODITY MANAGEMENT, LLC has approximately 30 employees and manages $3.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Connecticut
GREENWICH (1150)WESTPORT (338)HARTFORD (225)DARIEN (222)NORWALK (134)
City Guides
GREENWICH GuideWESTPORT GuideHARTFORD GuideDARIEN GuideNORWALK Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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