Overview
Assets Under Management: $127 million
Headquarters: GREENWICH, CT
High-Net-Worth Clients: 45
Average Client Assets: $2.6 million
Frequently Asked Questions
RAYLIGN ADVISORY, LLC 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 #135305), RAYLIGN ADVISORY, LLC is subject to fiduciary duty under federal law.
RAYLIGN ADVISORY, LLC is headquartered in GREENWICH, CT.
RAYLIGN ADVISORY, LLC serves 45 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, RAYLIGN ADVISORY, LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
RAYLIGN ADVISORY, LLC manages $127 million in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, RAYLIGN ADVISORY, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.41%
Average Client Assets: $2.6 million
Total Client Accounts: 70
Discretionary Accounts: 69
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 135305
Filing ID: 1197150
Last Filing Date: 2018-03-29 14:53:00