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'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

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
  • Tejinder Singh

    Product LeaderCRD 2547590

  • Jatinder Singh

    Self EmployedCRD 4948523

  • William Picken

    ConsultantCRD 4979219

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