Rational Investment Management, LLC

Rational Investment Management, LLC (CRD# 163057) is a financial advisory firm headquartered in , . They manage $42,429,780 in 109 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    109
    ACCOUNTS
  • Average Account Value
    $389,264
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Rational Investment Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Daniel S. Sinton
CRD#: 2772367
San Francisco, CA
93
Wealthminder
score

Daniel Sinton (CRD# 2772367) is an Investment Advisor Representative working at Rational Investment Management, LLC in San Francisco, CA and has over 18 years of experience in the finance industry.

2
Brian C. Proses
CRD#: 6388165
San Francisco, CA
90
Wealthminder
score

Brian Proses (CRD# 6388165) is an Investment Advisor Representative working at Rational Investment Management, LLC in San Francisco, CA and has 1 year of experience in the finance industry. Brian Proses has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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