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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 |
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