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T.H. RAPKO & COMPANY, LLC
CRD 165874
215 WEST FRANKLIN STREET, SUITE 311, MONTEREY, CA, 93940, United States
Phone
617-331-1784
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$33.7M
Discretionary AUM
$30.0M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-13
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $10.0M |
| High net worth individuals | 16 | $23.7M |
All web addresses on file
Official SEC filing: View on IAPD