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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-05-2017
- Office Locations
- 1
Office Locations
About Rapport Financial, LLC
Rapport Financial is an independent RIA led by CFP Aaron L. Hattenbach, serving small business owners, entrepreneurs, physicians, and tech executives with equity compensation. The firm delivers written financial plans and ongoing portfolio implementation/monitoring, using an “institutional quality” investment approach and a vertically partnered network of vetted CPAs and attorneys. Founder was an Investopedia Top 100 Advisor (2018).
Team overview
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Accredited Investors
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
AARON LOUIS HATTENBACH
Advisor, Chief Compliance Officer, Chief Investment Officer, Managing Member, President
- CRD
- #5809884
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,364,445 | -- |
| Non-Discretionary | $5,801,744 | -- |
| Total | $51,166,189 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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