RELIANCE WEALTH & TRUST PARTNERS, LLC
CRD #149354 SEC #801-70151 TAMPA, FL 813-343-0009
SEC Registered
Total AUM
$38M
Discretionary
$38M
Employees
1
Clients
1
Accounts
166
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2012 | $17.1M | $17.1M | $0 | 1 | 26 |
| Mar 2012 | $38M | $38M | $0 | 1 | 26 |
| Aug 2011 | $38M | $38M | $0 | 5 | -- |
| Mar 2011 | $38M | $38M | $0 | 5 | -- |
| Mar 2010 | $29M | $28M | $1M | 5 | -- |
| Apr 2009 | $0 | $0 | $0 | 5 | -- |
DateApr 2012
Total AUM$17.1M
Discretionary$17.1M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$38M
Discretionary$38M
Non-Disc.$0
Employees1
Clients26
DateAug 2011
Total AUM$38M
Discretionary$38M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$38M
Discretionary$38M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$29M
Discretionary$28M
Non-Disc.$1M
Employees5
Clients--
DateApr 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--