R
$4.9M Total AUM
$4.0M Disc. AUM
-- 3Y CAGR
1 Employees
70 ADV. Clients
15 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-04-2011
- Office Locations
- 1
Office Locations
26211 Central Park Blvd Suite 601 Southfield MI
About Reliance Capital Holdings, LLC
Reliance Capital Holdings, LLC is a Southfield-based RIA. The firm has been operating for 15 years. Managing $4.9M in total assets under management, They custody assets with Fidelity/NFS and Pershing.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$70.0K AVG AUM / CLIENT
15.3 yrs AVG TENURE
1 Employees
0 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
ERIC JEFFREY HOLMES
Chief Compliance Officer, Managing Member, Owner
- CRD
- #1999104
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,000,000 | -- |
| Non-Discretionary | $900,000 | -- |
| Total | $4,900,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Private Funds:
Available Equity - OTC:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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