Rational Investors

Rational Investors (CRD# 170391) is a financial advisory firm headquartered in , . They manage $6,164,452 in 23 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://www.sophis.co
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $268,020
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

CT, NE

Financial Advisors at Rational Investors
Showing 1 - 3 of 3 top financial advisors.
1
Vijay Malik, financial advisor Omaha NE
Vijay Malik
CRD#: 4992630
Omaha, NE
93
Wealthminder
score

Vijay Malik (CRD# 4992630) is an Investment Advisor Representative working at Rational Investors in Omaha, NE and has over 6 years of experience in the finance industry.

2
Emmanuel Recachinas, financial advisor Stamford CT
Emmanuel D. Recachinas
CRD#: 6506149
120 Strawberry Hill Avenue, Stamford, CT 06825
87
Wealthminder
score

Emmanuel Recachinas (CRD# 6506149) is an Investment Advisor Representative working at Rational Investors in Stamford, CT and has over 2 years of experience in the finance industry.

3
Tassos Recachinas, financial advisor Westport CT
Tassos D. Recachinas
CRD#: 5002813
Westport, CT
81
Wealthminder
score

Tassos Recachinas (CRD# 5002813) is an Investment Advisor Representative working at Rational Investors in Westport, CT and has over 9 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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