Overview
Assets Under Management: $92 million
Headquarters: CANONSBURG, PA
High-Net-Worth Clients: 25
Average Client Assets: $0.4 million
Frequently Asked Questions
FUSION INVESTMENT GROUP, LLC DBA RAYLIANT ASSET MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #150978), FUSION INVESTMENT GROUP, LLC DBA RAYLIANT ASSET MANAGEMENT is subject to fiduciary duty under federal law.
FUSION INVESTMENT GROUP, LLC DBA RAYLIANT ASSET MANAGEMENT is headquartered in CANONSBURG, PA.
FUSION INVESTMENT GROUP, LLC DBA RAYLIANT ASSET MANAGEMENT serves 25 high-net-worth clients according to their SEC filing dated October 26, 2018. View client details ↓
According to their SEC Form ADV, FUSION INVESTMENT GROUP, LLC DBA RAYLIANT ASSET MANAGEMENT offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
FUSION INVESTMENT GROUP, LLC DBA RAYLIANT ASSET MANAGEMENT manages $92 million in client assets according to their SEC filing dated October 26, 2018.
According to their SEC Form ADV, FUSION INVESTMENT GROUP, LLC DBA RAYLIANT ASSET MANAGEMENT serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 25
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 12.23%
Average Client Assets: $0.4 million
Total Client Accounts: 73
Discretionary Accounts: 54
Non-Discretionary Accounts: 19
Regulatory Filings
CRD Number: 150978
Filing ID: 1245415
Last Filing Date: 2018-10-26 16:03:00