RELIANT INVESTMENT MANAGEMENT
Firm details
- Headquarters
- PHOENIX, Arizona
- CRD number
- 328754
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Reliant Investment Management operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm employs a fee structure based on a percentage of assets under management. While it does not actively engage in ESG investing, it has established itself in the financial services landscape through its commitment to managing client portfolios effectively. The firm does not classify itself as a capital allocator and does not have affiliations with multi-state advisory services or pension consulting.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 3DEREK MILLS
Investment AdvisorCRD 2590320
MICHAEL ROJAS
Founder & AdvisorCRD 2145760
KEVIN CLARK
OwnerCRD 1971370
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PHOENIX, AZ
MARICOPA
Location
PHOENIX, AZ
Headquartered in PHOENIX, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- MARICOPA
- Address
- 4745 N 7th St
- Time zone
- MT (UTC-7)
- Office locations
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