S & D FINANCIAL, L.L.C.
Doing business as RELIANCE WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$134,178,280
Discretionary
$133,475,628
Non-discretionary
$702,652
Firm details
- CRD number
- 332415
- SEC file number
- 801-135117
- Main office
- SAN ANTONIO, TX, United States
- Employees
- 15
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.