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Building 2RELIANCE WEALTH MANAGEMENT

Map pinSAN ANTONIO, TX
Phone210-255-3040
NotebookSEC #801-135117
Total AUM
$134.2M
Employees
15
Clients
302

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6827 CAMP BULLIS RD
STE 402
SAN ANTONIO
TX 78256
United States
Operating Hours
MONDAY-THURSDAY 9AM-5PM, FRIDAY 9AM-3PM
Monday - Friday
Phone
210-255-3040
Other Offices
2

ReceiptFinancials

Total AUM
$134.2M
Accounts
588
Discretionary
$133.5M
Accounts
581
Non-Discretionary
$702.7K
Accounts
7

ContactClients

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Individual Clients
258
AUM
$56.3M
HNW Individual Clients
44
AUM
$77.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CALANJTX

HandshakeAffiliates

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

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