Rayliant Asset Management, LLC is a large advisory firm based in Canonsburg. It manages $90.9 million of regulatory assets for 58 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdictions of California, Colorado, Florida, and 5 other states.
Rayliant Asset Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Rayliant Asset Management, LLC is $90.9 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Rayliant Asset Management, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to high net worth individuals and state or municipal government entities. The largest group of clients of Rayliant Asset Management is state or municipal government entities with 16 clients and $53.63 million of assets under management. Among the 4 most similar advisory firms, Rayliant Asset Management has the highest percentage of state or municipal government entities out of all clients.
The amount of regulatory assets under management is $66.25 million for 52 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Rayliant Asset Management doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 25 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Rayliant Asset Management, LLC performs its advisory services is located at 6000 Town Center Boulevard, Canonsburg, PA 15317, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 4123253970 or by fax 866-728-1798. The normal business hours are 9 am-5 pm on Monday - Friday. You can find more information about the New York firm at rayliant.com/.