Overview
Assets Under Management: $928 million
Headquarters: SKOKIE, IL
High-Net-Worth Clients: 260
Average Client Assets: $4 million
Frequently Asked Questions
RAPPAPORT REICHES CAPITAL MANAGEMENT, LLC 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, LLC is subject to fiduciary duty under federal law.
RAPPAPORT REICHES CAPITAL MANAGEMENT, LLC is headquartered in SKOKIE, IL.
RAPPAPORT REICHES CAPITAL MANAGEMENT, LLC serves 260 high-net-worth clients according to their SEC filing dated May 20, 2024. View client details ↓
According to their SEC Form ADV, RAPPAPORT REICHES CAPITAL MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
RAPPAPORT REICHES CAPITAL MANAGEMENT, LLC manages $928 million in client assets according to their SEC filing dated May 20, 2024.
According to their SEC Form ADV, RAPPAPORT REICHES CAPITAL MANAGEMENT, LLC 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 High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,679
Discretionary Accounts: 1,679
Regulatory Filings
CRD Number: 137021
Last Filing Date: 2024-05-20 00:00:00
Website: https://rrcapital.com