Investment adviser · CRD 149354

RELIANCE WEALTH & TRUST PARTNERS, LLC

Investment adviser filing (IA)

TAMPA, FL, United States · Form ADV filed Apr 2, 2012

Regulatory AUM
$17.1M
Form ADV · Item 5.F
Client accounts
106
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The 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: Apr 2, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Hourly · Performance-based

Principal office

13940 NORTH DALE MABRY HIGHWAY
TAMPA, FL, 33618, United States

CRD 149354

Filing source

Form ADV 618883 · Apr 2, 2012 · 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.