RYLANDER RICHTER

RIASEC RegisteredEst. 2018
Total AUM
$102M
Discretionary
$102M
100% of AUM
Avg account
$354K
Accounts
288
Employees
2
Advisory reps
2

Firm details

Headquarters
EL SEGUNDO, California
CRD number
297550
Registered since
July 13, 2018
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI87.49%
  • Individuals12.51%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Rylander Richter is an independent registered investment adviser formed in 2018 that serves individual and family clients. The firm is owned by an individual and operates on a fee model that combines a percentage-of-AUM schedule with fixed fees for certain engagements. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. The firm does not identify itself as an active ESG investor. Investment activity centers on pooled public funds and mutual funds as the primary building blocks for client portfolios, with supplemental allocations to third‑party alternative managers in hedge funds and real estate. That mix reflects a preference for diversified, manager-driven exposures rather than concentrated single-stock strategies. Custody relationships and account structure suggest the firm manages client assets on a discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 84%, US Government Bonds 8%, Exchange Traded Equities 6%, Cash & Cash Equivalents 2%84%
  • Public Funds/Mutual Funds84%
  • US Government Bonds8%
  • Exchange Traded Equities6%
  • Cash & Cash Equivalents2%

Contacts

2 of 2
  • JASON RICHTER

    Managing Member, Investment AdvisorCRD 4512285

  • CHRISTOPHER RYLANDER

    Managing MemberCRD 4078765

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

EL SEGUNDO, CA

LOS ANGELES

Location

EL SEGUNDO, CA

Headquartered in EL SEGUNDO, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
360 N Pacific Coast Hwy
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth