$32.0M Total AUM
$32.0M Disc. AUM
-- 3Y CAGR
3 Employees
80 ADV. Clients
17 yrs Firm Age
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- Custodian
- Community National Bank · Equity Trust · Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-24-2009
- Office Locations
- 2
Office Locations
500 Capitol Mall 2350 Sacramento CA
8322 Claremont Mesa Blvd. Suite 110 SAN Diego CA
About Reliance Investing, Inc.
Reliance Investing, Inc. is a Sacramento-based RIA with 2 offices. The firm has been operating for 17 years. Managing $32.0M in total assets under management, with 3 advisory representatives. They custody assets with Community National Bank and Equity Trust.
Team overview
49 AVG AGE
$10.7M AVG AUM / ADVISOR
$400.0K AVG AUM / CLIENT
6.9 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
M
MICHAEL ANDREW STEELE
Chief Executive Officer
- CRD
- #3163858
- Ownership
- 50% but less than 75%
Available
Available
Available
J
JOSEPH KENT NEY
VICE PRESIDENT
- CRD
- #2250343
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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ROBERT JOHN CENKO
Vice President
- CRD
- #1005945
Available
Available
Available
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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