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RATIONAL INVESTMENT MANAGEMENT, LLC

CRD 163057 · SEC 801-112483

Visit website

CA, United States

Phone

415-379-0749

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$402.6M

Discretionary AUM

$402.6M

Team

2 total employees; 2 advisory reps; 93 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals8$4.9M
High net worth individuals85$397.7M

States served

CA

All web addresses on file

Official SEC filing: View on IAPD