Reliance Capital Advisors, Inc. is a large advisory firm based in Albuquerque. It manages $36.87 million of regulatory assets for 152 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Georgia, New Mexico, and Texas.
Reliance Capital Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Reliance Capital Advisors, Inc. is $36.87 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Reliance Capital Advisors, Inc. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Anthony Alan Guthrie has been acting as President since 1 Sep 2000. Llc Fgm Holdings joined the executive team most recently as the Parent.
The principal office where Reliance Capital Advisors, Inc. performs its advisory services is located at 8210 Louisiana Blvd Ne, Albuquerque, NM 87113, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 505-243-2281 or by fax 505-243-0473. The normal business hours are 8:00 am-4:00 pm on Monday - Friday.