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Building 2RAYLIANT INVESTMENT RESEARCH

Map pinNEWPORT BEACH, CA
Phone626-407-4581
NotebookSEC #801-118201
Total AUM
$203.5M
Employees
21
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5140 BIRCH STREET
SUITE 300
NEWPORT BEACH
CA 92660
United States
Operating Hours
9:00 - 5:00
Monday - Friday
Phone
626-407-4581
Other Offices
3

ReceiptFinancials

Total AUM
$203.5M
Accounts
4
Discretionary
$203.5M
Accounts
4
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
4
AUM
$203.5M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementOther Services
Other Services
INDEX LICENSING, MODEL DELIVERY
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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