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RELEVANCE CAPITAL MANAGEMENT
2556 Lillian Miller Parkway
Suite 105
Denton, Texas 76210
Tel: 940-387-7526
About RELEVANCE CAPITAL MANAGEMENT
RELEVANCE CAPITAL MANAGEMENT, formally registered with the SEC as RELEVANCE CAPITAL MANAGEMENT. The firm was established in 01/06/2012. They have over 2 offices throughout the country.
RELEVANCE CAPITAL MANAGEMENT is a Denton, Texas based Financial Planning firm with nearly $372,002,941 assets under management, offering retirement planning & investment advisory services to 264 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 159983 |
| SEC# | 801-72962 |
| Assets Managed by Firm | $372,002,941 |
| No. of Clients | 264 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 264 | $372,002,941 |
| Individuals (other than high net worth individuals) | 149 | $62,462,934 |
| High net worth individuals | 114 | $308,107,973 |
| Charitable organizations | Fewer than 5 clients | $1,432,034 |
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