Reliance Capital Management Advisors LLC

Broker-DealerFINRA Member
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 is classified in the source data as an investment bank. The firm is owned by an individual and the limited public profile offers very few operational details: client mix, fee schedules, specific advisory services, and business activities are not reported in the available summary. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It is also not listed as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser in the provided data. The sparse disclosure makes it difficult to characterize investment strategies, target client segments, or product emphasis beyond the basic ownership and classification attributes.

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

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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