R
$7.9M Total AUM
$7.9M Disc. AUM
-- 3Y CAGR
1 Employees
26 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-02-2016
- Office Locations
- 1
Office Locations
-- Rancho Mirage CA
About Relion Assets Management, LLC
Relion Assets Management, LLC is a Rancho Mirage-based RIA. The firm has been operating for 10 years. Managing $7.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Merrill Lynch.
Team overview
-- AVG AGE
$7.9M AVG AUM / ADVISOR
$302.4K AVG AUM / CLIENT
10.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
C
CHRISTIAN I CHOI
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #2397382
- 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 | $7,862,789 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,862,789 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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