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Home > Retirement Planners > puerto rico > san juan > RATIONAL ADVISORS, INC.
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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