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RESOURCE CONSULTING GROUP

301 E. Pine Street, Suite 600
Orlando, Florida 32801
Tel: 407-422-0252

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About RESOURCE CONSULTING GROUP

RESOURCE CONSULTING GROUP, formally registered with the SEC as RESOURCE CONSULTING GROUP. The firm was established in 06/02/1988. They have over 1 offices throughout the country.

RESOURCE CONSULTING GROUP is a Orlando, Florida based Financial Planning firm with nearly $2,316,717,571 assets under management, offering retirement planning & investment advisory services to 2792 clients. The firm is staffed with 22 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#105720
SEC#801-32146
Assets Managed by Firm$2,316,717,571
No. of Clients2792
No. of Advisors22

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total2792$2,316,717,571
Individuals (other than high net worth individuals)167$79,741,539
High net worth individuals399$2,112,591,253
Pension and profit sharing plans6$47,523,244
Charitable organizations7$45,912,874

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