RELIANT CONSULTING & RESEARCH, INC.

Adviser information for RELIANT CONSULTING & RESEARCH, INC. last updated from Form ADV on March 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 Corporation
Fiscal Year End DECEMBER
Legal Location Washington, United States

Employees

Total Number of Employees 1
Investment Advisory/Research 1
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios No

Clients

Type Number RAUM
Individuals <5 $0
HNW Individuals <5 $0
Banking or thrift institutions <5 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 27 $0
Charitable organizations <5 $0
State or municipal gov entities <5 $0
Other investment advisers <5 $0
Insurance companies <5 $0
Sovereign wealth funds and foreign official institutions <5 $0
Corporations or other businesses <5 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 30
No. of Non-U.S. Clients 0

Services

Advisory Services Pension consulting servicesASSET ALLOCATION AND CONSULTING SERVICES
Compensation Hourly chargesFixed feesA PERCENTAGE OF ASSETS UNDER ADVISEMENT

Identifiers

SEC RIA File Number 801-72378
SEC ERA File Number 801-72378
SEC CIK Numbers None
SEC CRD Numbers 114445
Legal Entity Identifier None

Principal Office

29080 HANSVILLE ROAD N.E.
KINGSTON
WA
United States
Monday - Friday, 8AM TO 6PM
Tel: 877-855-8172, Fax: None

Chief Compliance Officer

DANIEL CLARK
PRESIDENT
PO BOX
1806
KINGSTON
WA
United States
Tel: 877-855-8172
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
CLARK, DANIEL Individual CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER 08/1998 > 75%

No. Employees, Historic

10502020202120222023202420251 on 4/30/20201 on 6/2/20211 on 7/19/20211 on 3/30/20221 on 3/31/20231 on 3/28/2024

No. Clients, Historic

4020020202021202220232024202535 on 4/30/202033 on 6/2/202133 on 7/19/202134 on 3/30/202232 on 3/31/202330 on 3/28/2024