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Karen Leah Asbra

Rappaport Reiches Capital Management,

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About Karen Leah Asbra

Karen Leah Asbra is an investment advisor representative at Rappaport Reiches Capital Management. Karen Leah Asbra has been with Rappaport Reiches Capital Management since September 2007. Karen Leah Asbra is licensed to provide investment advice in Illinois and holds the Series 65 license. Karen Leah Asbra is a Certified Financial Planner. The firm provides financial planning and portfolio management for individuals and charitable organizations.

Firm Information

Karen Asbra is currently registered with Rappaport Reiches Capital Management, . Rappaport Reiches Capital Management, is an investment advisor located in Skokie, Illinois. They provide financial planning and portfolio management services for individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm manages approximately $928 million in assets for 1,679 accounts.
Rappaport Reiches Capital Management,

5202 OLD ORCHARD ROAD

SKOKIE, IL 60077

$928.30M

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Karen Asbra’s Registration & Firm History

IL

11/14/2008 - Present

Rappaport Reiches Capital Management, (SKOKIE IL)

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Licenses & Designations

IA

Issued 06/16/2008

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Karen Leah Asbra.
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