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Larry Allan Kaplan

BEDFORD FUNDING CAPITAL MANAGEMENT, L.L.C.·WHITE PLAINS, New York
Clean recordBEDFORD FUNDING CAPITAL MANAGEMENT, L.L.C.
10 NEW KING STREET, WHITE PLAINS, NY 10604CRD# 5915930Firm CRD# 157293

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Larry Allan Kaplan · WHITE PLAINS, NY
Registration
CRD #5915930 · BEDFORD FUNDING CAPITAL MANAGEMENT, L.L.C.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Larry Allan Kaplan is a registered financial advisor based in WHITE PLAINS, New York, affiliated with BEDFORD FUNDING CAPITAL MANAGEMENT, L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
BEDFORD FUNDING CAPITAL MANAGEMENT, L.L.C.
BEDFORD FUNDING
AUM
$306M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at BEDFORD FUNDING CAPITAL MANAGEMENT, L.L.C. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5915930
Firm CRD# 157293
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Larry Allan Kaplan offer?
Larry Allan Kaplan specializes in Retirement Planning. Contact their office in WHITE PLAINS, New York for a consultation.
What are Larry Allan Kaplan's credentials?
Larry Allan Kaplan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Larry Allan Kaplan located?
Larry Allan Kaplan is based in WHITE PLAINS, New York, working with BEDFORD FUNDING CAPITAL MANAGEMENT, L.L.C.. Their office serves clients in the WHITE PLAINS metropolitan area and surrounding communities.
How does Larry Allan Kaplan charge for services?
Larry Allan 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 BEDFORD FUNDING CAPITAL MANAGEMENT, L.L.C.?
BEDFORD FUNDING CAPITAL MANAGEMENT, L.L.C. is a registered investment adviser with the SEC, managing $306M in regulatory assets under management. See their Form ADV for full details.
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Jonathan David Salon
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