James
Rench

Relevance Capital Management

CRD#1702679
Investment Advisor
in Denton, TX

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About this Advisor

James Rench is a financial advisor based in Denton, Texas, working with Relevance Capital Management. James has previously held positions as an Independent Insurance Agent and at Rench Wealth Management, Inc. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, James is part of Relevance Capital Management, which operates out of Denton, Texas. The firm has 1 office and 5 employees. The firm manages assets totaling $372.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Relevance Capital Management includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2556 Lillian Miller Parkway Suite 105
Denton, TX 76210

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Relevance Capital Management Brokerage Details

Total Assets Under Management

$372,002,941

TX Average: $3,042,739,679
Total Number of Employees

5

TX Average: 49
Total Number of Accounts

264

TX Average: 2,315
Average Account Size

$1,409,102

TX Average: $1,314,358

Investment Advisory Services

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

James Rench Work History

2011 - Present (14 years)

Rench Wealth Management, Inc

1986 - Present (39 years)

Independent Insurance Agent

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of James Rench 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 Relevance Capital Management

Casey Rench
Denton, TX
Kelly Rench
Denton, TX
Jordan Rench
Denton, TX
James Rench
Denton, TX

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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