AdvisorOS Directory
Claim Profile
KB

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.

02

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
View all advisors at RAYLIANT INVESTMENT RESEARCH →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7869224
Firm CRD# 306119
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PASADENA?

Browse all registered financial advisors in PASADENA, California or claim this profile if it's yours.

Browse PASADENA AdvisorsAre you this advisor? Claim profile
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at RAYLIANT INVESTMENT RESEARCH

Jason Hsu
PASADENA, CA
Michael J Bowers
PASADENA, CA
Vivek Viswanathan
PASADENA, CA
Matthew Allan Bowers
PASADENA, CA
Wei Kien Ooi
IRVINE, CA

More Advisors in PASADENA, California

Richard Howard Adler
CLIFFORD SWAN INVESTMENT COUNSEL LLC·PASADENA, CA
Anne Ryan Newman
POPLAR FOREST CAPITAL LLC·PASADENA, CA
Dana Ostenson
CMR CAPITAL MANAGEMENT, LLC·PASADENA, CA
Howard Haoming Lu
FIRST WILSHIRE SECURITIES MANAGEMENT, INC.·PASADENA, CA
Kathleen Gilmore
CLIFFORD SWAN INVESTMENT COUNSEL LLC·PASADENA, CA
Robert G Mcgregor
COROMANDEL CAPITAL LLC·PASADENA, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)SANTA MONICA (478)IRVINE (455)SAN MATEO (339)LA JOLLA (257)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile