David
Rappaport
Rappaport Reiches Capital Management
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About this Advisor
David Rappaport is a certified financial planner working in Skokie, Illinois who has 18 years of relevant experience. Rappaport is an employee of Rappaport Reiches Capital Management. They have spent their complete career at Rappaport Reiches Capital Management. Rappaport holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Illinois and Wisconsin. Rappaport Reiches Capital Management is a registered investment firm operating out of Skokie, IL. It controls $764 million in total assets between its 1,522 customer accounts, placing it among the larger firms in the country by assets under management. The firm serves seven charities and foundations. Of its 1,522 accounts, 64% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Rappaport Reiches Capital Management offers a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules typically are based on the type of services. However, fees charged by Rappaport Reiches Capital Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rappaport Reiches Capital Management Brokerage Details
$763,870,195
12
1,522
$501,886
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
David Rappaport Work History
David has been registered as a financial advisor for 18 years.*
Rappaport Reiches Capital Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Rappaport 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 Rappaport Reiches Capital Management
Skokie, IL
Skokie, IL
Skokie, IL
Skokie, IL
Skokie, IL
Skokie, IL
Skokie, IL
Skokie, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
