Rational Frontier Advisors, LLC
RIASEC Registered
Total AUM
$2.2M
Discretionary
$2.2M
100% of AUM
Avg account
$2.2M
Accounts
1
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 146939
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Rational Frontier Advisors, LLC operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm emphasizes a personalized approach to investment management, catering to the unique needs of its clients. While it does not actively engage in ESG investing, Rational Frontier Advisors is dedicated to managing client portfolios with a clear strategy that aligns with their financial goals.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities38%
- Cash & Cash Equivalents38%
- Exchange Traded Equities17%
- Public Funds/Mutual Funds7%
Owners & executives
1 of 1James Kieffer
Chief Compliance OfficerCRD 1716197
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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