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Davie Kaplan Wealth Care Advisors
DAVIE KAPLAN WEALTH CARE ADVISORS, LLC is a state-registered investment adviser in ROCHESTER, NY. The firm employs 16 employees and 15 investment advisers.
Overview
DAVIE KAPLAN WEALTH CARE ADVISORS, LLC is a state-registered investment adviser in ROCHESTER, NY. The firm employs 16 employees and 15 investment advisers. It is based in ROCHESTER, NY.
General information
Firm type
RIA
Location
Region
North America
Sector focus
Frequently asked questions
How does Davie Kaplan source proprietary deal flow?
As a registered investment advisor without a disclosed private-market investment arm, the firm does not source proprietary deal flow in the traditional sense. Its client relationships stem from the accounting and tax practice of the broader Davie Kaplan organization, generating referrals rather than external deal sourcing.
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