Investment adviser · CRD 155826
RELIANCE FINANCIAL ADVISORS, LLC
Investment adviser filing (IA)
BUFFALO, NY, United States · Form ADV filed Sep 9, 2013
- Regulatory AUM
- $106M Form ADV · Item 5.F
- Client accounts
- 1,040 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 9, 2013. View historical filings
Reported services
Financial planning · Individual portfolio management · Educational seminars
Compensation
Percentage of assets · Fixed · Commissions
Principal office
2819 WILLIAM STBUFFALO, NY, 14227, United States
CRD 155826
Filing source
Form ADV 753886 · Sep 9, 2013 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.