RATIONAL ADVISORS, INC. is a San Juan, Puerto Rico based financial advisory firm with nearly $2,576,883,155 in assets under management and provides investment advisory services for 13 clients. There are currently 13 financial advisors at the firm.
General Information |
| Firm CRD#: | 111452 | |
| SEC#: | 801-60176 | |
| Assets under Management: | $2,576,883,155 | |
| No. of Clients: | 13 | |
| No. of Advisors: | 13 | |
| Advisory Services Provided: | Portfolio Management for Investment | |
| Fee Structure: | A Percentage of AUM |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| MG&A WEALTH PR LLC | 328091 | 801-129078 | 1113 | 11 | $709,195,186 |
| FREEDOM ADVISORY | 147546 | 801-110235 | 661 | 8 | $471,868,651 |
| ATON FINANCIAL LLC | 173070 | 801-112925 | 337 | 9 | $311,370,000 |
| PARLIAMENT CAPITAL MANAGEMENT, LLC | 194513 | 801-121818 | 266 | 13 | $313,231,470 |
| X-SQUARE CAPITAL | 167237 | 801-88171 | 188 | 7 | $286,875,158 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 111846 | 801-57175 | 123 | 27 | $452,823,634 |
| ATLAS ASSET MANAGEMENT LLC | 173561 | 801-119872 | 11 | 3 | $373,502,977 |
| TC LATIN AMERICA PARTNERS LLC | 307441 | 801-118150 | 10 | 28 | $639,593,746 |
| CELERES CAPITAL ADVISORS, LLC | 304581 | 801-116978 | 5 | 4 | $528,377,966 |
| TROLUCE CAPITAL ADVISORS LLC | 313120 | 801-127613 | 5 | 4 | $238,167,391 |
| LONG FOCUS CAPITAL MANAGEMENT LLC | 322024 | 801-126361 | 3 | 5 | $506,231,469 |
| UNIVERSAL FINANCIAL SERVICES INC. | 131558 | 801-121280 | 1 | 3 | $396,058,105 |
| THE PHOENIX FUND ADVISOR LLC | 316384 | 801-128408 | 1 | 10 | $349,620,161 |
| ORIENTAL TRUST | 312982 | 801-121169 | 1 | 8 | $304,961,494 |
| ARCO GLOBAL MANAGEMENT, LLC | 287921 | 801-116861 | 1 | 2 | $284,595,336 |