Reliance Capital Management Advisors LLC

Broker-DealerFINRA MemberEst. 2004
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Half Moon Bay, California
CRD number
131793
Registered since
November 12, 2004

Firm profile

FINTRX

Overview

Reliance Capital Management Advisors LLC is an SEC-registered limited liability company first registered in 2004 and is classified in the data as an investment bank. The firm's ownership is listed as individual. The dataset provides minimal detail about its business model, client base, fee arrangements, or day-to-day advisory activities. The snapshot flags indicate the firm does not act as a capital allocator, is not an active ESG investor, is not designated as a multi-state adviser, and is not described as a pension consultant or related adviser. Those negative flags, coupled with the lack of operational detail, suggest limited public disclosure about how the entity operates as an adviser.

Assets & Accounts

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

3 of 4
  • William Picken

    ConsultantCRD 4979219

  • Amarinder Kaur

    Various RolesCRD 5420650

  • Tejinder Singh

    Product LeaderCRD 2547590

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Half Moon Bay, CA

San Mateo

Location

Half Moon Bay, CA

Headquartered in Half Moon Bay, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Mateo
Address
18 Ter Ave Miramar
Time zone
PT (UTC-8)
Office locations

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