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Adam Lawrence Kaplan

AXXES ADVSORS I LLC·CORAL GABLE, Florida
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3011 PONCE DE LEON BLVD SUITE 1420, CORAL GABLE, FL 33134CRD# 7794219Firm CRD# 332460
01

About

Adam Lawrence Kaplan is a registered financial advisor based in CORAL GABLE, Florida, affiliated with AXXES ADVSORS I LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Institutional Investors
03

Firm Overview

Firm
AXXES ADVISORS I LLC
AXXES ADVISORS I LLC
AUM
$100K
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at AXXES ADVISORS I LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7794219
Firm CRD# 332460
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Adam Lawrence Kaplan offer?
Adam Lawrence Kaplan specializes in Investment Management. Contact their office in CORAL GABLE, Florida for a consultation.
What are Adam Lawrence Kaplan's credentials?
Adam Lawrence Kaplan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam Lawrence Kaplan located?
Adam Lawrence Kaplan is based in CORAL GABLE, Florida, working with AXXES ADVSORS I LLC. Their office serves clients in the CORAL GABLE metropolitan area and surrounding communities.
How does Adam Lawrence Kaplan charge for services?
Adam Lawrence 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 AXXES ADVSORS I LLC?
AXXES ADVSORS I LLC has approximately 16 employees and manages $100K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CORAL GABLE
Karrie Jean Jerry — AXXES ADVSORS I LLCGary J Bachman — AXXES ADVSORS I LLCJoseph Edward Dagrosa — AXXES ADVSORS I LLC
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City Guides
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Research
Advisor Fees in FloridaNational Fee Analysis
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