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RELIANCE WEALTH & TRUST PARTNERS, LLC
TAMPA, FL
813-343-0009
SEC #801-70151Total AUM
$17.1M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
13940 NORTH DALE MABRY HIGHWAY
TAMPA
FL 33618
United States
TAMPA
FL 33618
United States
Operating Hours
10:00 AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
813-343-0009
Financials
Total AUM
$17.1M
Accounts
106Discretionary
$17.1M
Accounts
106Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
FL
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.