Overview
Assets Under Management: $1.1 billion
Headquarters: SKOKIE, IL
High-Net-Worth Clients: 260
Average Client Assets: $3.9 million
Frequently Asked Questions
RAPPAPORT REICHES CAPITAL MANAGEMENT, is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #137021), RAPPAPORT REICHES CAPITAL MANAGEMENT, is subject to fiduciary duty under federal law.
RAPPAPORT REICHES CAPITAL MANAGEMENT, is headquartered in SKOKIE, IL.
RAPPAPORT REICHES CAPITAL MANAGEMENT, serves 260 high-net-worth clients according to their SEC filing dated March 26, 2025. View client details ↓
According to their SEC Form ADV, RAPPAPORT REICHES CAPITAL MANAGEMENT, offers financial planning and portfolio management for individuals. View all service details ↓
RAPPAPORT REICHES CAPITAL MANAGEMENT, manages $1.1 billion in client assets according to their SEC filing dated March 26, 2025.
According to their SEC Form ADV, RAPPAPORT REICHES CAPITAL MANAGEMENT, serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 260
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.02%
Average Client Assets: $3.9 million
Total Client Accounts: 1,818
Discretionary Accounts: 1,818
Regulatory Filings
CRD Number: 137021
Filing ID: 1968376
Last Filing Date: 2025-03-26 10:36:00