RELIANT INVESTMENT PARTNERS, LLC
Adviser information for RELIANT INVESTMENT PARTNERS, LLC last updated from Form ADV on February 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | North Carolina, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 921 | $189.6M |
| Non-Discretionary | 0 | $0 |
| Total | 921 | $189.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 540 | $88.2M |
| HNW Individuals | 61 | $74.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $456,064 |
| Charitable organizations | 9 | $25.8M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 3 | $298,308 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-113515 |
|---|---|
| SEC ERA File Number | 801-113515 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 297369 |
| Legal Entity Identifier | None |
Principal Office
293 OLMSTED BLVDSUITE 11B-4
PINEHURST
NC
United States
Monday - Friday, 8:00 - 5:00
Tel: 910-363-1010, Fax: 910-427-1989
Chief Compliance Officer
ROBERT�JAY�WAGLER
MEMBER
293 OLMSTED BLVD
SUITE 11B-4
PINEHURST
NC
United States
Tel:
910-363-1010
Fax:
910-427-1989
B**@***********M
(Full email address available in API data)
Industry Affiliates
| JOHN HUTCHINSON | Lawyer or law firm |
| ROBERT WAGLER | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WAGLER, ROBERT, JAY | Individual | – | MEMBER AND CCO | 05/2018 | > 75% |