Reliance Capital Management Advisors LLC
Firm details
- Headquarters
- Half Moon Bay, California
- CRD number
- 131793
- Registered since
- November 12, 2004
Firm profile
FINTRXOverview
Reliance Capital Management Advisors LLC is organized as a limited liability company and has been registered with the SEC since 2004. The firm is owned by an individual and is classified in the data as an investment bank rather than a traditional wealth management RIA. The record indicates the firm does not act as a capital allocator, does not identify as an active ESG investor, and is not listed as a multi-state adviser, pension consultant, or related adviser. The source provides little detail on the firm’s advisory offerings, fee structure, client segments, or day-to-day business activities. That lack of operational disclosure constrains what can be said about their target clients, service model, or investment philosophy.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4Tejinder Singh
Product LeaderCRD 2547590
Jatinder Singh
Self EmployedCRD 4948523
William Picken
ConsultantCRD 4979219
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Half Moon Bay, CA
San Mateo
Location
Half Moon Bay, CA
Headquartered in Half Moon Bay, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Mateo
- Address
- 18 Ter Ave Miramar
- Time zone
- PT (UTC-8)
- Office locations
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