Rational Investment Methodology
RIASEC Registered
Total AUM
$9.2M
Discretionary
$9.2M
100% of AUM
Avg account
$383K
Accounts
24
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 292117
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Rational Investment Methodology is an independent registered investment adviser organized as an LLC and owned by an individual. The firm’s stated focus is portfolio management for individual and family clients and for small businesses. Its fee model combines a percentage-of-assets-under-management fee with the possibility of performance-based fees. The firm does not describe itself as an active ESG investor, is not a capital allocator, and is not identified as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
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
- Cash & Cash Equivalents54%
- Exchange Traded Equities46%
Contacts
1 of 1
Danilo Santiago
Founding PartnerCRD 6025227
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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