Overview
Assets Under Management: $235 million
Headquarters: PINEHURST, NC
High-Net-Worth Clients: 78
Average Client Assets: $1 million
Frequently Asked Questions
RELIANT INVESTMENT PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #297369), RELIANT INVESTMENT PARTNERS, LLC is subject to fiduciary duty under federal law.
RELIANT INVESTMENT PARTNERS, LLC is headquartered in PINEHURST, NC.
RELIANT INVESTMENT PARTNERS, LLC serves 78 high-net-worth clients according to their SEC filing dated February 25, 2025. View client details ↓
According to their SEC Form ADV, RELIANT INVESTMENT PARTNERS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
RELIANT INVESTMENT PARTNERS, LLC manages $235 million in client assets according to their SEC filing dated February 25, 2025.
According to their SEC Form ADV, RELIANT INVESTMENT PARTNERS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 78
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.31
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 997
Discretionary Accounts: 997
Regulatory Filings
CRD Number: 297369
Last Filing Date: 2025-02-25 00:00:00
Website: https://wealthfa.com