9640 Commerce Drive
Suite 414
Carmel, Indiana 46032
Tel: 317-871-8571
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$26,678,534,447 | 15 | 78 | |
$25,872,395,406 | 10 | 37 | |
$22,024,300,000 | 49099 | 643 | |
$18,201,054,484 | 6270 | 150 | |
$11,439,805,300 | 5947 | 56 |
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