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Home > Retirement Planners > virginia > norfolk > RESOURCE 1, INC.
RESOURCE 1, INC.
999 Waterside Dr
Suite 435
Norfolk, Virginia 23510
Tel: 757-616-0600
About RESOURCE 1, INC.
RESOURCE 1, INC, formally registered with the SEC as RESOURCE 1, INC. The firm was established in 03/10/2022. They have over 1 offices throughout the country.
RESOURCE 1, INC. is a Norfolk, Virginia based Financial Planning firm with nearly $112,863,629 assets under management, offering retirement planning & investment advisory services to 108 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 115816 |
| SEC# | 801-123616 |
| Assets Managed by Firm | $112,863,629 |
| No. of Clients | 108 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 108 | $112,863,629 |
| Individuals (other than high net worth individuals) | 58 | $17,139,333 |
| High net worth individuals | 42 | $70,543,537 |
| Pension and profit sharing plans | 5 | $21,425,683 |
| Charitable organizations | 3 | $3,755,076 |
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|---|---|---|---|
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