# RAPPORT FINANCIAL, LLC

RAPPORT FINANCIAL, LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 286308
- Type: SEC-registered investment adviser
- Location: 505 MONTGOMERY STREET SUITE 1100, SAN FRANCISCO, CA, 94111
- Phone: 310-383-6204
- Latest filing: 2026-03-12
- Regulatory AUM: $51.2M
- Discretionary AUM: $45.4M
- Non-discretionary AUM: $5.8M
- Clients: 1
- Accounts: 185

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/286308/brochure
- Similar advisers: https://search.stillhousedata.com/firm/286308/similar
- Related entities: https://search.stillhousedata.com/firm/286308/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/286308

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.