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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 |
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