1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2RELIANT INVESTMENT PARTNERS, LLC

Map pinPINEHURST, NC
Phone910-363-1010
NotebookSEC #801-113515
Total AUM
$268.3M
Employees
6
Clients
697

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
293 OLMSTED BLVD
SUITE 11B-4
PINEHURST
NC 28374
United States
Operating Hours
8:00 - 5:00
Monday - Friday
Phone
910-363-1010
Other Offices
1

ReceiptFinancials

Total AUM
$268.3M
Accounts
1,101
Discretionary
$268.3M
Accounts
1,101
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
575
AUM
$98.4M
HNW Individual Clients
109
AUM
$135M
Pension/Profit Sharing Plan Clients
1
AUM
$548K
Charitable Organization Clients
9
AUM
$33.8M
Corporation or Business Clients
3
AUM
$506.8K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCNYSCTNTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account