John
Frederick

Rappaport Reiches Capital Management

CRD#2868090
Investment Advisor
in Skokie, IL

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About this Advisor

John Frederick is a financial advisor based in Skokie, Illinois, working with Rappaport Reiches Capital Management. John has previously held positions at Rappaport Reiches Capital Management, LLC and Frederick Capital Management, Inc. John has passed the Series 65 regulatory exam and is registered to provide services in Illinois. Currently, John is part of Rappaport Reiches Capital Management, which operates out of Skokie, Illinois. The firm has 13 employees and manages assets totaling $928.3 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Rappaport Reiches Capital Management includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

5202 Old Orchard Road Suite 160
Skokie, IL 60077

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Rappaport Reiches Capital Management Brokerage Details

Total Assets Under Management

$928,296,710

IL Average: $6,674,516,078
Total Number of Employees

13

IL Average: 44
Total Number of Accounts

1,679

IL Average: 2,564
Average Account Size

$552,887

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

John Frederick Work History

2022 - Present (2 years)

Rappaport Reiches Capital Management, LLC

2010 - 2021 (11 years)

Frederick Capital Management, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of John Frederick 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

Benjamin Richter
Skokie, IL
Bradley Hills
Skokie, IL
Conner Grzenia
Skokie, IL
Stephen Reiches
Skokie, IL
Elizabeth Xilas
Skokie, IL
Teresa Velgara
Skokie, IL
John Frederick
Skokie, IL
Rhea Ravindran
Skokie, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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