Overview
Assets Under Management: $75 million
Headquarters: NAPLES, FL
Frequently Asked Questions
RLC BUSINESS SERVICES, INC. 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 #108653), RLC BUSINESS SERVICES, INC. is subject to fiduciary duty under federal law.
RLC BUSINESS SERVICES, INC. is headquartered in NAPLES, FL.
According to their SEC Form ADV, RLC BUSINESS SERVICES, INC. offers portfolio management for individuals. View all service details ↓
RLC BUSINESS SERVICES, INC. manages $75 million in client assets according to their SEC filing dated February 12, 2024.
According to their SEC Form ADV, RLC BUSINESS SERVICES, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.94%
Total Client Accounts: 35
Discretionary Accounts: 23
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 108653
Filing ID: 1824599
Last Filing Date: 2024-02-12 10:45:00