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How does the advisor help clients – Key Takeaways:
MAPLETON CAPITAL MANAGEMENT, LLC is a well-respected financial firm that specializes in offering personalized investment solutions to clients. They pride themselves on their financial expertise and are committed to helping their clients achieve their financial goals.
- Their team of experienced advisors provides personalized investment advice tailored to each client’s unique financial situation.
- They offer a wide range of financial services, including asset management, financial planning, retirement planning, and more.
- They work with a variety of client types, including individuals, families, and businesses.
- MAPLETON CAPITAL MANAGEMENT, LLC is a fee-based firm, meaning they are compensated by a percentage of the assets they manage.
- Their advisors have a clean record with no disciplinary actions reported.
Facts and Insights
MAPLETON CAPITAL MANAGEMENT, LLC was founded in 2005 and is headquartered in New York City. The firm is registered with the Securities and Exchange Commission (SEC) and is authorized to operate in multiple states. They manage over $1.5 billion in assets for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Total Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $1.5 billion | 10 |
Financial Services Offered
- Asset Management
- Financial Planning
- Retirement Planning
- Estate Planning
- Tax Planning
- Education Planning
- Wealth Management
- Insurance and Risk Management
Client Types
MAPLETON CAPITAL MANAGEMENT, LLC works with a diverse group of clients, including:
- Individuals
- Families
- Businesses
Fees & Compensation
MAPLETON CAPITAL MANAGEMENT, LLC is a fee-based firm, meaning their advisors are compensated by a percentage of the assets they manage for clients. This fee structure ensures that their interests are aligned with their clients’ and that they are motivated to help their clients achieve their financial goals.
Background
MAPLETON CAPITAL MANAGEMENT, LLC was founded in 2005 by a group of financial professionals with a combined experience of over 50 years in the industry. They offer personalized investment solutions to clients and are dedicated to providing exceptional service and expertise.
Financial Advisor Disclosures to Know
MAPLETON CAPITAL MANAGEMENT, LLC has a clean record with no disciplinary actions reported. This means that their advisors have not engaged in any unethical or unlawful activities in the past and are committed to upholding the highest standards of professionalism and integrity.