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 a small, privately owned advisory firm organized as an LLC that positions itself to serve institutional clients while also listing financial planning and portfolio management for individuals and small businesses among its advisory activities. The firm charges on a percentage-of-assets basis and can bill hourly, which suggests a mix of ongoing portfolio oversight and project-based work. Reliable Municipal Advisors is not an active ESG investor, is not structured as a multi-state adviser, and does not identify as a pension consultant or related adviser. The firm has an industry affiliation with a law firm, a connection that may point to a focus on municipal or compliance-sensitive engagements where legal coordination is important. Its name and institutional client emphasis imply municipal finance or public-sector advisory competence, but the firm also documents the capability to provide direct portfolio management and financial planning to smaller private clients.
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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