Scott Rappoport Clu,Chfc,Inc. (Bound Brook)

Name: Scott Rappoport Clu,Chfc,Inc.
Address: 1952 Route 22 East, Bound Brook, NJ, 08805
Telephone: 732-560-1010

Scott Rappoport Clu,Chfc,Inc. is an adviser based in Bound Brook. It manages $23.56 million of regulatory assets for 86 client accounts. It has been registered with the SEC as an adviser since 2006.

Scott Rappoport Clu,Chfc provides portfolio management for individuals and small businesses and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Scott Rappoport Clu,Chfc: assets under management

The assets under management (AUM) of Scott Rappoport Clu,Chfc,Inc. is $23.56 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -38% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $23.56 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $273.93 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Scott Rappoport Clu,Chfc,Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Scott Rappoport Clu,Chfc,Inc.

Scott Brian Rappoport has been acting as President since 1 May 1989. Howard Neil Stolzer joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Scott Brian Rappoport	President	1 May 1989	75% - 100%	1352073
Scott Brian Rappoport	Ceo / president	1 Dec 1996	75% - 100%	1352073
Howard Neil Stolzer	Evp / cio / cco	1 Dec 1996	Other	1551722
Howard Neil Stolzer	Chief compliance officer	1 Nov 2004	Other	1551722
Scott Brian Rappoport	Ceo	1 Nov 2007	75% - 100%	1352073

Based in Bound Brook

The principal office where Scott Rappoport Clu,Chfc,Inc. performs its advisory services is located at 1952 Route 22 East, Bound Brook, NJ 08805, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 732-560-1010 or by fax 732-560-1049. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at benefitsource.com.