Ann
Kaplan
Circle Wealth Management, LLC
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About this Advisor
Ann Kaplan is a financial advisor based in Summit, New Jersey, working with Circle Wealth Management, LLC. Ann has previously held a position at Circle Wealth Management, LLC and is registered to provide services in New York. Currently, Ann is part of Circle Wealth Management, LLC, which operates out of Summit, New Jersey. The firm has 1 office and 20 employees. The firm manages assets totaling $10.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Circle Wealth Management, LLC includes asset-based and fixed fees.
Services Offered
Fee Structure
Office Location
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Circle Wealth Management, LLC Brokerage Details
$10,174,361,288
20
958
$10,620,419
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Ann Kaplan Work History
Circle Wealth Management, LLC
Disclosures
Please visit the SEC profile of Ann Kaplan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Circle Wealth Management, LLC
Summit, NJ
New York, NY
New York, NY
New York, NY
Summit, NJ
Summit, NJ
Summit, NJ
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