Reliable Municipal Advisors, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
Betsy Layne, Kentucky
CRD number
281860
Fee structure
Percentage of AUM, Hourly Charges
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Anthony Davis

    OwnerCRD 6170153

  • Brett Davis

    OwnerCRD 6170187

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth