301 E. Pine Street, Suite 600
Orlando, Florida 32801
Tel: 407-422-0252
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 105720 |
SEC# | 801-32146 |
Assets Managed by Firm | $2,316,717,571 |
No. of Clients | 2792 |
No. of Advisors | 22 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2792 | $2,316,717,571 |
Individuals (other than high net worth individuals) | 167 | $79,741,539 |
High net worth individuals | 399 | $2,112,591,253 |
Pension and profit sharing plans | 6 | $47,523,244 |
Charitable organizations | 7 | $45,912,874 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$339,079,412,155 | 26 | 2823 | |
$306,121,310,120 | 950978 | 11789 | |
$245,249,234,083 | 932793 | 6517 | |
$94,617,046,882 | 79738 | 825 | |
$93,207,362,818 | 36 | 535 |
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