RELIANT INVESTMENT MANAGEMENT

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
3

Firm details

Headquarters
PHOENIX, Arizona
CRD number
328754
Fee structure
Percentage of AUM
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Reliant Investment Management operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm employs a fee structure based on a percentage of assets under management. While it does not actively engage in ESG investing, it has established itself in the financial services landscape through its commitment to managing client portfolios effectively. The firm does not classify itself as a capital allocator and does not have affiliations with multi-state advisory services or pension consulting.

Assets & Accounts

Public Holdings

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 3
  • DEREK MILLS

    Investment AdvisorCRD 2590320

  • MICHAEL ROJAS

    Founder & AdvisorCRD 2145760

  • KEVIN CLARK

    OwnerCRD 1971370

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PHOENIX, AZ

MARICOPA

Location

PHOENIX, AZ

Headquartered in PHOENIX, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
MARICOPA
Address
4745 N 7th St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth