Overview
Assets Under Management: $521 million
Headquarters: LOUISVILLE, KY
High-Net-Worth Clients: 570
Average Client Assets: $647,069
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 570
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.84
Average High-Net-Worth Client Assets: $647,069
Total Client Accounts: 1,625
Discretionary Accounts: 1,625
Regulatory Filings
CRD Number: 286230
Filing ID: 1944422
Last Filing Date: 2025-03-10 19:53:00
Website: https://reliantwealthplanning.com