RELIANT GROUP MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
284299

Firm profile

FINTRX

Overview

Reliant Group Management, LLC is an owner‑managed limited liability company that operates primarily as a sponsor and general partner of pooled investment vehicles. The firm is not flagged as a multi‑state adviser, is not identified as an active ESG investor, and is not listed as a pension consultant or related adviser. Public records do not show a firm SEC registration year, and the organization is classified as an unclassified adviser in available filings. The firm's regulatory footprint and activity indicators point to sponsor/GP roles rather than traditional retail advisory services. Reliant Group Management, LLC is listed as an other investment adviser and sponsor and as a managing member of pooled investment vehicles, which suggests its core work centers on creating, structuring and operating pooled funds or similar vehicles for investors rather than running a broad roster of individual advisory accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • JOSEPH SHERMAN

    Chief Executive OfficerCRD 2082590

Contacts

1 of 1
  • JOHN COLLET

    PresidentCRD 2156610

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, 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 FRANCISCO
Address
601 California St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth