The Rational Investor Advisors, LLC is an adviser based in Minneapolis. It manages $4.05 million of regulatory assets for 29 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Minnesota.
The Rational Investor Advisors provides portfolio management for individuals and small businesses, portfolio management for investment companies, and selection of other advisers. 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 The Rational Investor Advisors, LLC is $4.05 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 710% 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 The Rational Investor Advisors, LLC for their services and products based on a percentage of assets under management and subscription fees. Subscribers pay a regular fee for the advisory firm’s newsletter or periodical. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
James Joseph Dlugosch has been acting as President since 1 Dec 2003. William Belknap King joined the executive team most recently as the Member.
The principal office where The Rational Investor Advisors, LLC performs its advisory services is located at 222 South Ninth Street, Minneapolis, MN 55402, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 612-332-0249 or by fax 612-767-1096. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.tri-advisors.com.