Kaplan J L Associates LLC is a large advisory firm based in Boston. It manages $2.71 billion of regulatory assets for 992 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Connecticut, and 20 other states.
Kaplan J L Associates provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Kaplan J L Associates LLC is $2.71 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 28% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Kaplan J L Associates LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
James Kaplan has been acting as President since 1 May 1976. Llc Evergreen Investment Management Co. joined the executive team most recently as the Shareholder.
The principal office where Kaplan J L Associates LLC performs its advisory services is located at 222 Berkeley Street,Ste 2010, Boston, MA 02116, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 617-542-1655 or by fax 617-542-2239. The normal business hours are 9:00 a.m. to 5:00p.m. on Monday - Friday.