Caplan Capital Management Inc.

Caplan Capital Management Inc.

Investment Management Clients’ Evolving Needs. 6 employees
Employees
6
caplancapital.com LinkedIn

Caplan Capital Management Inc. Overview

Headquarters
Clients’ Evolving Needs.
Phone Number
Available in AeroLeads
Website
caplancapital.com
Industry
Investment Management
Employees
6
Founded
1996
Funding
,
Company Email
Available in AeroLeads
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities
Keywords
Proper asset allocation Independant research Timely rebalancing of portfolios A keen focus on client objectives

About Caplan Capital Management Inc.

At Caplan Capital Management, investment management and wealth planning for high-net-worth individuals and families are the primary focus. Additionally, our clients have access to other advisory solutions and operational support provided by Mariner to enhance our suite of offerings that help address clients’ evolving needs. Investment Advisory Services are offered through Mariner Platform Solutions (MPS), an SEC Registered Investment Advisor. Caplan Capital Management and MPS are not affiliated entities.

Caplan Capital Management Inc. Contact Details

Employees by Management Level

Manager 2 profiles
Executive 1 profile

Department Contact Coverage

Department Contacts Email Phone
Executive 1 1 0

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