CAPITAL RESOURCE MANAGEMENT,INC.

770 Lake Cook Rd
Suite 370
Deerfield, Illinois 60015-4920
Tel: 847-948-1700

About CAPITAL RESOURCE MANAGEMENT,INC.

CAPITAL RESOURCE MANAGEMENT,INC, formally registered with the SEC as CAPITAL RESOURCE MANAGEMENT,INC. The firm was established in 04/12/1991. They have over 1 offices throughout the country.

CAPITAL RESOURCE MANAGEMENT,INC. is a Deerfield, Illinois based Financial Planning firm with nearly $537,406,698 assets under management, offering retirement planning & investment advisory services to 126 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106768
SEC#	801-38549
Assets Managed by Firm	$537,406,698
No. of Clients	126
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	126	$537,406,698
Individuals (other than high net worth individuals)	10	$5,417,398
High net worth individuals	28	$500,462,007
Pension and profit sharing plans	2	$3,704,216
Charitable organizations	3	$27,823,077

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