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Stephen Marc Reiches

Rappaport Reiches Capital Management,

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About Stephen Marc Reiches

Stephen Marc Reiches is an Investment Advisor Representative associated with Rappaport Reiches Capital Management, LLC. Stephen has been with the firm since December of 2011. Stephen holds a Series 65 license. Stephen works in the firm's Skokie, IL office. The firm has regulatory assets under management of over $900 Million. The firm primarily serves high net worth individuals, charitable organizations and individuals other than high net worth clients. The firm provides portfolio management for individuals and financial planning services.

Firm Information

Stephen Reiches 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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Stephen Reiches’s Registration & Firm History

IL

12/04/2006 - Present

Rappaport Reiches Capital Management, (SKOKIE IL)

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Licenses & Designations

IA

Issued 03/24/2006

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Marc Reiches.
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