RELIANCE WEALTH & TRUST PARTNERS, LLC

RELIANCE WEALTH & TRUST PARTNERS, LLC of TAMPA, FL is an SEC-registered investment adviser (CRD 149354). Regulatory assets under management: $17.1M.

Registration

• CRD: 149354
• SEC file number: 801-70151
• Type: Registered investment adviser
• Location: 13940 NORTH DALE MABRY HIGHWAY, TAMPA, FL, 33618
• Phone: 813-343-0009
• Latest filing: 2012-04-02
• Regulatory AUM: $17.1M
• Discretionary AUM: $17.1M
• Clients: 1
• Accounts: 106

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 149354 on SEC IAPD (source of record)
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