RAPPORT FINANCIAL, LLC

RAPPORT FINANCIAL, LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 286308). Regulatory assets under management: $51.2M.

Registration

• CRD: 286308
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 286308 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search