RESOURCE MANAGEMENT SERVICE, LLC

31 Inverness Center Parkway
Suite 200
Birmingham, Alabama 35242
Tel: 205-991-9516

About RESOURCE MANAGEMENT SERVICE, LLC

RESOURCE MANAGEMENT SERVICE, LLC, formally registered with the SEC as RESOURCE MANAGEMENT SERVICE, LLC. The firm was established in 02/20/2004. They have over 1 offices throughout the country.

RESOURCE MANAGEMENT SERVICE, LLC is a Birmingham, Alabama based Financial Planning firm with nearly $5,188,760,000 assets under management, offering retirement planning & investment advisory services to 13 clients. The firm is staffed with 161 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	130791
SEC#	801-62919
Assets Managed by Firm	$5,188,760,000
No. of Clients	13
No. of Advisors	161

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	13	$5,188,760,000
Pension and profit sharing plans	Fewer than 5 clients	$3,671,120,000
Other investment advisers	Fewer than 5 clients	$195,890,000

More Retirement Planning firms in Birmingham, Alabama:

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HIGHLAND ASSOCIATES INC 2545 Highland Avenue South, Suite 200 Birmingham, AL, 35205	$23,574,716,836	61	19
REGIONS INVESTMENT MANAGEMENT, INC. 1900 5th Avenue North, Sixth Floor Birmingham, AL, 35203-2618	$16,990,335,269	2	29
WAVERLY ADVISORS, LLC 600 University Park Place, Suite 501 Birmingham, AL, 35209	$14,539,829,905	22135	261
HARBERT FUND ADVISORS, INC. 2100 Third Avenue North Ste 600 Birmingham, AL, 35203	$8,110,107,935	50	167
VULCAN VALUE PARTNERS LLC Three Protective Center, 2801 Highway 280 South, Ste 300 Birmingham, AL, 35223	$7,878,130,018	367	42

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