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KAPLAN WEALTH MANAGEMENT, INC.
KAPLAN WEALTH MANAGEMENT, INC.
RESTON, Virginia
·
2 registered advisors
·
CRD# 167880
SEC# 801-78074
(703) 352-1780
01
Firm Overview
AUM
$20M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at KAPLAN WEALTH MANAGEMENT, INC.
2 registered advisors
Harry Thomas Kaplan
RESTON, Virginia
CRD# 1198619
Scott Andrew Kaplan
RESTON, Virginia
CRD# 3148279
05
Office Locations
RESTON, Virginia
2 advisors
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Data sourced from SEC Form ADV filings. KAPLAN WEALTH MANAGEMENT, INC. (CRD# 167880) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.