Reliance Capital Management Advisors LLC
Firm details
- Headquarters
- Half Moon Bay, California
- CRD number
- 131793
- Registered since
- November 12, 2004
Firm profile
FINTRXOverview
Reliance Capital Management Advisors LLC is organized as a limited liability company and has been SEC-registered since 2004. The firm's ownership is listed as individual ownership and its filing classifies the business as an investment bank rather than a traditional registered investment adviser focused on retail wealth management. The available record does not provide detail on the firm's day-to-day advisory services, client segments, or fee schedule.
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
3 of 4Tejinder Singh
Product LeaderCRD 2547590
Jatinder Singh
Self EmployedCRD 4948523
William Picken
ConsultantCRD 4979219
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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