The Rational Investor Advisors, LLC (Minneapolis)

Name: The Rational Investor Advisors, LLC
Address: 222 South Ninth Street, Minneapolis, MN, 55402
Telephone: 612-332-0249

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 Rational Investor Advisors: assets under management

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 firm manages $4.05 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $139.62 thousand each.

Fees & Commissions

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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at The Rational Investor Advisors, LLC

James Joseph Dlugosch has been acting as President since 1 Dec 2003. William Belknap King joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Joseph Dlugosch	President	1 Dec 2003	75% - 100%	1752993
William Belknap King	Member	1 Jan 2005	25% - 50%	4961454
Maxie Orestes Redic	Member	1 Jan 2005	Other	2894832

Based in Minneapolis

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.