Reliable Municipal Advisors, LLC
Firm details
- Headquarters
- Betsy Layne, Kentucky
- CRD number
- 281860
- Fee structure
- Percentage of AUM, Hourly Charges
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Reliable Municipal Advisors, LLC is organized as a limited liability company with an individual owner and a listed client base of institutional investors. The firm’s reported advisory services include financial planning and portfolio management for individuals and small businesses, indicating a mix of service capabilities that spans both institutional and smaller private clients. Compensation is reported as a percentage of assets under management and through hourly fees. The firm is not identified as an active ESG investor, is not multi-state registered, and is not described as a capital allocator or pension consultant. An industry affiliation with a law firm is also noted.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Anthony Davis
OwnerCRD 6170153
Brett Davis
OwnerCRD 6170187
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Betsy Layne, KY
Floyd
Location
Betsy Layne, KY
Headquartered in Betsy Layne, KY, in the South of the United States.
- Region
- South
- County
- Floyd
- Address
- 11105 23
- Time zone
- CT (UTC-6)
- Office locations
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