RIA · CRD 174465SEC-Registered

Updated:

RELEVANT FINANCIAL ADVISORS LLC

RELEVANT FINANCIAL ADVISORS LLC is an SEC-registered investment adviser in ELKHART, IN. The firm manages approximately $39 million in regulatory assets.

RELEVANT FINANCIAL ADVISORS LLC

RELEVANT FINANCIAL ADVISORS LLC is an SEC-registered investment adviser in ELKHART, IN. The firm manages approximately $39 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Frequently asked questions

Who runs investment decisions at RELEVANT FINANCIAL ADVISORS LLC?

No named principals or investment decision-makers have been identified in public records for this firm. The company's leadership remains undisclosed.

What is the investment strategy of RELEVANT FINANCIAL ADVISORS LLC?

The firm's investment strategy is not publicly documented. No asset-class preferences, sector targets, or stage focus have been attributed to the firm through any verifiable source.

Does RELEVANT FINANCIAL ADVISORS LLC have a website?

No publicly accessible website has been identified for RELEVANT FINANCIAL ADVISORS LLC. The firm does not maintain a detectable online presence.

Is RELEVANT FINANCIAL ADVISORS LLC registered with the SEC?

Based on the firm name including 'LLC' and the financial advisory designation, it may be registered as an RIA, but no confirmatory SEC filing details are available in public sources.

What is the origin of wealth for RELEVANT FINANCIAL ADVISORS LLC?

The wealth origin of the firm's clients or principals is not disclosed. No information ties the entity to a specific family, fortune, or institutional source.

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