$2.2M Total AUM
$2.2M Disc. AUM
-- 3Y CAGR
1 Employees
1 ADV. Clients
17 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-23-2008
- Office Locations
- 1
Office Locations
-- Nashua NH
About Rational Frontier Advisors, LLC
Rational Frontier Advisors, LLC is a Nashua-based RIA. The firm has been operating for 17 years. Managing $2.2M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
75 AVG AGE
$2.2M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
17.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Owner & Executives
J
JAMES KIEFFER
Chief Compliance Officer, Owner
- CRD
- #1716197
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,229,126 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,229,126 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - OTC:
Available Equity - Exchange:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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