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Kimmy Beattie

RAYLIANT INVESTMENT RESEARCH·PASADENA, California
Unclaimed Profile
135 N. LOS ROBLES AVENUE, PASADENA, CA 91101CRD# 7869224Firm CRD# 306119
01

About

Kimmy Beattie is a registered financial advisor based in PASADENA, California, affiliated with RAYLIANT INVESTMENT RESEARCH. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
RAYLIANT INVESTMENT RESEARCH
RAYLIANT INVESTMENT RESEARCH
AUM
$135M
Regulatory assets under management
Employees
21
Total firm employees
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7869224
Firm CRD# 306119
No disclosures on file
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Frequently Asked Questions

What services does Kimmy Beattie offer?
Kimmy Beattie specializes in Investment Management, Fee-Only Advisory. Contact their office in PASADENA, California for a consultation.
What are Kimmy Beattie's credentials?
Kimmy Beattie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kimmy Beattie located?
Kimmy Beattie is based in PASADENA, California, working with RAYLIANT INVESTMENT RESEARCH. Their office serves clients in the PASADENA metropolitan area and surrounding communities.
How does Kimmy Beattie charge for services?
Kimmy Beattie's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RAYLIANT INVESTMENT RESEARCH?
RAYLIANT INVESTMENT RESEARCH has approximately 21 employees and manages $135M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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