THE FINANCIAL RESOURCE CENTER

9640 Commerce Drive
Suite 414
Carmel, Indiana 46032
Tel: 317-871-8571

About THE FINANCIAL RESOURCE CENTER

THE FINANCIAL RESOURCE CENTER, formally registered with the SEC as THE FINANCIAL RESOURCE CENTER. The firm was established in 11/10/2021. They have over 2 offices throughout the country.

THE FINANCIAL RESOURCE CENTER is a Carmel, Indiana based Financial Planning firm with nearly $343,403,789 assets under management, offering retirement planning & investment advisory services to 343 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	316747
SEC#	801-122673
Assets Managed by Firm	$343,403,789
No. of Clients	343
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	343	$343,403,789
Individuals (other than high net worth individuals)	216	$76,453,911
Pension and profit sharing plans	2	$4,767,476
Corporations or other businesses	2	$3,107,832

More Retirement Planning firms in Carmel, Indiana:

Firm Name	Assets Under Management	Total Clients	Total Advisors
40/86 ADVISORS, INC. 11299 Illinois Street, Suite 200 Carmel, IN, 46032	$26,678,534,447	15	78
ONEAMERICA ASSET MANAGEMENT, LLC One American Square Indianapolis, IN, 46206	$25,872,395,406	10	37
OXFORD FINANCIAL GROUP, LTD 11711 North Meridian Street, Suite 600 Carmel, IN, 46032	$18,201,054,484	6270	150
SAPIENT CAPITAL LLC 401 Pennsylvania Pkwy, Suite 100 Indianapolis, IN, 46280	$11,439,805,300	5947	56
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC 111 Congressional Blvd., Suite 100 Carmel, IN, 46032	$4,946,760,100	2231	42

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