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 organized as a limited liability company and has been SEC-registered since 2004. The firm is listed as owned by an individual and is classified in the dataset as an investment bank. Available filings and the FINTRX snapshot contain minimal detail about the firm’s service lines; specific advisory activities, fee schedules, and client segments were not provided in the source material. The firm is not identified as a capital allocator, does not self-identify as an active ESG investor, and is not designated as a pension consultant or related adviser in the reported data.

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

    CRD 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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth