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 a limited liability company that has been SEC-registered since 2004. FINTRX classifies the firm as an investment bank and lists the owner type as an individual. The vendor data indicates the firm is not a capital allocator and is not active on ESG integration. FINTRX also flags the firm as not a multi-state adviser, not a pension consultant, and not a related adviser. Public disclosures in the source are sparse: no items were provided for client segments, fee schedules, core business activities, or specific advisory services.
Assets & Accounts
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 4William Picken
ConsultantCRD 4979219
Amarinder Kaur
Various RolesCRD 5420650
Tejinder Singh
Product LeaderCRD 2547590
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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