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RAYLIANT INVESTMENT RESEARCH
CRD 306119 · SEC 801-118201
5140 BIRCH STREET, SUITE 300, NEWPORT BEACH, CA, 92660, United States
Phone
626-407-4581
Fax
626-380-2714
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$203.5M
Discretionary AUM
$203.5M
Team
21 total employees; 8 advisory reps; 2 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Other (specify)
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (investment companies)INDEX LICENSING, MODEL DELIVERY
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 4 | $203.5M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD