Relion Assets Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 282530
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI75.11%
- Individuals16.5%
- Corporations / Businesses8.39%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Relion Assets Management, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm serves both individual and family clients as well as institutional relationships, focusing on financial planning and portfolio management for individuals and small businesses. Relion also functions as an insurance broker and charges clients via a mix of percentage-of-AUM and fixed fees. The firm does not appear to promote ESG investing, is not registered as a multistate adviser, and does not operate as a capital allocator or pension consultant.
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
Asset composition
- Non-Exchange Traded Equities69%
- Exchange Traded Equities24%
- US Government Bonds3%
- Cash & Cash Equivalents3%
- Derivatives1%
Contacts
1 of 1
Christian Choi
Managing MemberCRD 2397382
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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