RATIONAL ADVISORS, INC.

53 Palmeras St.
Suite 601
San Juan, Puerto Rico 00901
Tel: 787-334-1781

About RATIONAL ADVISORS, INC.

RATIONAL ADVISORS, INC, formally registered with the SEC as RATIONAL ADVISORS, INC. The firm was established in 04/18/2001. They have over 2 offices throughout the country.

RATIONAL ADVISORS, INC. is a San Juan, Puerto Rico based Financial Planning firm with nearly $2,218,085,727 assets under management, offering retirement planning & investment advisory services to 11 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111452
SEC#	801-60176
Assets Managed by Firm	$2,218,085,727
No. of Clients	11
No. of Advisors	12

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for investment companies

Firm Client Information

	No. of Clients	AUM
Firm Total	11	$2,218,085,727

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