Rational Capital Advisors LLC

Rational Capital Advisors LLC (CRD# 323531) is a financial advisory firm headquartered in Ambler, PA. They manage $2,250,000 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

300 Brookside Avenue, Suite 125, Ambler, PA 19002

http://www.rationalcapitaladvisors.com

By the Numbers

Total Assets Under Management

2

MILLION
Total Number of Accounts

4

ACCOUNTS
Average Account Value

$562,500

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Rational Capital Advisors LLC

Showing 1 - 2 of 2 top financial advisors.

Yvonne Fu

CRD#: 6710339

300 Brookside Ave., Suite 125, Ambler, PA 19002

Yvonne Fu (CRD# 6710339) is an Investment Advisor Representative working at Rational Capital Advisors LLC in Ambler, PA and has over 7 years of experience in the finance industry.

Robert K. Lutey

CRD#: 1341563

300 Brookside Avenue, Suite 125, Ambler, PA 19002

Robert Lutey (CRD# 1341563) is an Investment Advisor Representative working at Rational Capital Advisors LLC in Ambler, PA and has over 38 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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