Reliance Asset Management LLC

Overview

Reliance Asset Management LLC is organized as a limited liability company under individual ownership and is identified in FINTRX as a capital allocator. The firm’s advisory mandate focuses on portfolio management for individuals and small businesses and on the selection of other advisers, indicating a manager-of-managers approach alongside direct client portfolios. Reliance charges fees as a percentage of assets under management. Regulatory and operational attributes recorded by FINTRX include an unknown SEC registration year, a classification of "Unclassified," and several negative flags: it is not identified as an active ESG investor, is not a multistate adviser, is not newly formed, and does not act as a pension consultant or related adviser. FINTRX also lists an industry affiliation with an insurance company.

Assets & Accounts