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RESOURCE FINANCIAL GROUP, LTD.
1000 Skokie Blvd.
Suite 525
Wilmette, Illinois 60091
Tel: 847-256-7495
About RESOURCE FINANCIAL GROUP, LTD.
RESOURCE FINANCIAL GROUP, LTD, formally registered with the SEC as RESOURCE FINANCIAL GROUP, LTD. The firm was established in 05/09/2006. They have over 1 offices throughout the country.
RESOURCE FINANCIAL GROUP, LTD. is a Wilmette, Illinois based Financial Planning firm with nearly $464,075,921 assets under management, offering retirement planning & investment advisory services to 828 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 119833 |
| SEC# | 801-66619 |
| Assets Managed by Firm | $464,075,921 |
| No. of Clients | 828 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 828 | $464,075,921 |
| Individuals (other than high net worth individuals) | 8 | $7,000,000 |
| High net worth individuals | 202 | $442,561,257 |
| Pension and profit sharing plans | 10 | $14,514,664 |
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