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.
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 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.
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.
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.