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Matthew Dov Kaplan

GREAT ELM CAPITAL MANAGEMENT, INC.·PALM BEACH GARDENS, Florida
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3801 PGA BOULEVARD, PALM BEACH GARDENS, FL 33410CRD# 5172853Firm CRD# 284304
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About

Matthew Dov Kaplan is a registered financial advisor based in PALM BEACH GARDENS, Florida, affiliated with GREAT ELM CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
GREAT ELM CAPITAL MANAGEMENT, LLC
GREAT ELM CAPITAL MANAGEMENT, LLC
AUM
$288M
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at GREAT ELM CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (pooled investments)
Pension consulting
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Background

Compensation
Percentage of AUM
Performance-based fees
Other: REIMBURSEMENT OF ADMINISTRATION COSTS AND OVERHEAD
Regulatory
SEC/IARD CRD# 5172853
Firm CRD# 284304
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Matthew Dov Kaplan offer?
Matthew Dov Kaplan specializes in Investment Management, Retirement Planning. Contact their office in PALM BEACH GARDENS, Florida for a consultation.
What are Matthew Dov Kaplan's credentials?
Matthew Dov Kaplan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Dov Kaplan located?
Matthew Dov Kaplan is based in PALM BEACH GARDENS, Florida, working with GREAT ELM CAPITAL MANAGEMENT, INC.. Their office serves clients in the PALM BEACH GARDENS metropolitan area and surrounding communities.
How does Matthew Dov Kaplan charge for services?
Matthew Dov Kaplan's firm is compensated through percentage of aum, performance-based fees, other: reimbursement of administration costs and overhead. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GREAT ELM CAPITAL MANAGEMENT, INC.?
GREAT ELM CAPITAL MANAGEMENT, INC. has approximately 17 employees and manages $288M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PALM BEACH GARDENS
David James Abitz — CONVERGENCE INVESTMENT PARTNERS, LLCPeter David Cummings — COMMUNITY REINVESTMENT ADVISORS, INC.Darlene G Franze — TULLIS HEALTH INVESTORS OF FLORIDA LLCBarry Richard Rittman — GWN SECURITIES INC.David Sean Rich — GLADSTONE INSTITUTIONAL ADVISORY LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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