Overview
Assets Under Management: $1.4 billion
Headquarters: MEMPHIS, TN
High-Net-Worth Clients: 8
Average Client Assets: $53 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 8
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 29.93
Average High-Net-Worth Client Assets: $53 million
Total Client Accounts: 556
Discretionary Accounts: 555
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 111220
Filing ID: 1951247
Last Filing Date: 2025-03-12 14:04:00
Website: https://reliantllc.com