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Home > Retirement Planners > north carolina > pinehurst > RELIANT INVESTMENT PARTNERS, LLC
RELIANT INVESTMENT PARTNERS, LLC
293 Olmsted Blvd
Suite 11b-4
Pinehurst, North Carolina 28374
Tel: 910-363-1010
About RELIANT INVESTMENT PARTNERS, LLC
RELIANT INVESTMENT PARTNERS, LLC, formally registered with the SEC as RELIANT INVESTMENT PARTNERS, LLC. The firm was established in 06/28/2018. They have over 2 offices throughout the country.
RELIANT INVESTMENT PARTNERS, LLC is a Pinehurst, North Carolina based Financial Planning firm with nearly $234,779,834 assets under management, offering retirement planning & investment advisory services to 997 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 297369 |
| SEC# | 801-113515 |
| Assets Managed by Firm | $234,779,834 |
| No. of Clients | 997 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 997 | $234,779,834 |
| Individuals (other than high net worth individuals) | 537 | $95,521,623 |
| High net worth individuals | 78 | $108,722,164 |
| Pension and profit sharing plans | Fewer than 5 clients | $655,426 |
| Charitable organizations | 9 | $29,463,845 |
| Corporations or other businesses | 3 | $416,776 |
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