Lon
Magness

Reliant Investment Management, LLC

CRD#4348335
Investment Advisor
in Memphis, TN

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About this Advisor

Lon Magness is a financial advisor based in Memphis, Tennessee, working with Reliant Investment Management, LLC. Lon has previously held a position at Reliant Investment Management, LLC and is registered to provide services in Tennessee and Texas. Currently, Lon is part of Reliant Investment Management, LLC, which operates out of Memphis, Tennessee. The firm has 1 office and 10 employees. The firm manages assets totaling $1.3 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. The fee structure at Reliant Investment Management, LLC includes asset-based, hourly, and fixed fees.

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1715 Aaron Brenner Drive Suite 504
Memphis, TN 38120

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Reliant Investment Management, LLC Brokerage Details

Total Assets Under Management

$1,323,797,122

TN Average: $730,596,643
Total Number of Employees

10

TN Average: 15
Total Number of Accounts

544

TN Average: 968
Average Account Size

$2,433,451

TN Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other

Lon Magness Work History

2002 - Present (22 years)

Reliant Investment Management, LLC

Disclosures

Please visit the SEC profile of Lon Magness to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Reliant Investment Management, LLC

Emily Dafferner
Memphis, TN
Reid Wesson
Memphis, TN
Alfred Jordan
Memphis, TN
Hugh Walmsley
Memphis, TN
Lon Magness
Memphis, TN
John Huffman
Memphis, TN
Susan Huffman
Memphis, TN
Dennese Black
Memphis, TN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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