Back to top

Overview

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on March 15, 2017
    • $93.1M
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 23
      number of clients
    • $4.0M
      Estimated Average Account Balance Per Client

Services

Firm Services

  • Financial Planning
    • -Comprehensive Financial Planning
  • Pension Consulting
    • -401k
  • Portfolio Management
    • -Individuals and/or Small Businesses

Firm Client types

Advisors

Current Advisors

# of advisors

1

name start date
Eve L. Kaplan, CFP®
April 2004

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Eve Liana Kaplan Principal January, 2004 75% or more
      Source: SEC

      Fees

      Fee Only Firm
      $
      This firm has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges