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Building 2RELEVANCE CAPITAL MANAGEMENT

Map pinDENTON, TX
Phone940-387-7526
NotebookSEC #801-72962
Total AUM
$495.9M
Employees
5
Clients
280

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2556 LILLIAN MILLER PARKWAY
SUITE 105
DENTON
TX 76210-7207
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
940-387-7526
Other Offices
1

ReceiptFinancials

Total AUM
$495.9M
Accounts
280
Discretionary
$495.9M
Accounts
280
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
136
AUM
$50.7M
HNW Individual Clients
143
AUM
$442.8M
Charitable Organization Clients
1
AUM
$2.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOLANHOKTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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