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Building 2RATIONAL INVESTMENT MANAGEMENT, LLC

Map pin
Phone415-379-0749
NotebookSEC #801-112483
Total AUM
$402.6M
Employees
2
Clients
102

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
415-379-0749
Other Offices
1

ReceiptFinancials

Total AUM
$402.6M
Accounts
409
Discretionary
$402.6M
Accounts
409
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
8
AUM
$4.9M
HNW Individual Clients
85
AUM
$397.7M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0
Other Clients
1
AUM
$0
Description of Other Clients
NA

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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