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THE FINANCIAL RESOURCE CENTER

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

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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 StatusApproved
Firm CRD#316747
SEC#801-122673
Assets Managed by Firm$343,403,789
No. of Clients343
No. of Advisors5

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 ClientsAUM
Firm Total343$343,403,789
Individuals (other than high net worth individuals)216$76,453,911
Pension and profit sharing plans2$4,767,476
Corporations or other businesses2$3,107,832

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ONEAMERICA ASSET MANAGEMENT, LLC
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SANCTUARY ADVISORS, LLC
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$22,024,300,00049099643
OXFORD FINANCIAL GROUP, LTD
11711 North Meridian Street, Suite 600
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$18,201,054,4846270150
SAPIENT CAPITAL LLC
401 Pennsylvania Pkwy, Suite 100
Indianapolis, IN, 46280
$11,439,805,300594756

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