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Reliance Asset Management LLC CRD 340818
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
7384 Davison Rd, Davison, MI 48423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-05-27 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| My Cdjr | Pleasant | MI | 02/2015 | 12/2018 |
| Senior Care Of Michigan | Davison | MI | 12/2018 | Present |
| Gradient Advisors Llc | Arden Hills | MN | 03/2022 | Present |
| Reliance Asset Management Llc | Davison | MI | 04/2026 | Present |
Senior Care of Michigan; Investment Related; Davison, MI;Insurance Sales; Start date 2018; 50% of time Gradient Advisors; Investment Related; Investment Advisor Representative; Start Date 03/2022; Less than 5% of time
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-01 |
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