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 an SEC-registered limited liability company first registered in 2004 and is classified in the data as an investment bank. The firm's ownership is listed as individual. The dataset provides minimal detail about its business model, client base, fee arrangements, or day-to-day advisory activities. The snapshot flags indicate the firm does not act as a capital allocator, is not an active ESG investor, is not designated as a multi-state adviser, and is not described as a pension consultant or related adviser. Those negative flags, coupled with the lack of operational detail, suggest limited public disclosure about how the entity operates as an adviser.
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 4William Picken
ConsultantCRD 4979219
Amarinder Kaur
Various RolesCRD 5420650
Tejinder Singh
Product LeaderCRD 2547590
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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