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RELEVANT FINANCIAL ADVISORS LLC
CRD 174465
216 WEST HIGH STREET, ELKHART, IN, 46516, United States
Phone
574-206-4454
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$38.6M
Discretionary AUM
$38.6M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Fixed fees; PERCENTAGE OF CLIENT NET WORTH
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14 | $6.2M |
| High net worth individuals | 14 | $32.4M |
All web addresses on file
Official SEC filing: View on IAPD