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Building 2PAN RELIANCE CAPITAL ADVISORS

Map pinNEW YORK, NY
Phone212-612-1530
NotebookSEC #801-71145
Total AUM
$52.2M
Employees
4
Clients
6

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
750 LEXINGTON AVENUE
24TH FLOOR
NEW YORK
NY 10022-9815
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
212-612-1530

ReceiptFinancials

Total AUM
$52.2M
Accounts
8
Discretionary
$50.7M
Accounts
6
Non-Discretionary
$1.5M
Accounts
2

ContactClients

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HNW Individual Clients
3
AUM
$3.7M
Pooled Vehicle Clients
2
AUM
$48M
Corporation or Business Clients
1
AUM
$536.4K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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