RAPPORT FINANCIAL, LLC

CRD 286308

Visit website

505 MONTGOMERY STREET SUITE 1100, SAN FRANCISCO, CA, 94111, United States

Phone

310-383-6204

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$51.2M

Discretionary AUM

$45.4M

Team

1 total employees; 1 advisory reps; 5 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees; MONTHLY FIXED FEE; ANNUAL FIXED FEE

Org form

Limited Liability Company

Filing date

2026-03-12

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminarsCONSULTING (COACHING) SERVICES TO OTHER FINANCIAL ADVISORS

Client types

Type	Clients	AUM
Individuals	13	$7.4M
High net worth individuals	16	$38.2M
Pension/profit sharing plans	1	$5.6M

All web addresses on file

https://rapportfinancial.com/
https://www.facebook.com/rapportfinancial
https://www.linkedin.com/company/rapport-financial/
https://www.linkedin.com/in/aaronhattenbach/
https://www.x.com/aaronhattenbach

Official SEC filing: View on IAPD