Overview
Assets Under Management: $955 million
Headquarters: WESTPORT, CT
High-Net-Worth Clients: 268
Average Client Assets: $2.7 million
Frequently Asked Questions
RESNICK ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #105927), RESNICK ADVISORS is subject to fiduciary duty under federal law.
RESNICK ADVISORS is headquartered in WESTPORT, CT.
RESNICK ADVISORS serves 268 high-net-worth clients according to their SEC filing dated August 23, 2018. View client details ↓
According to their SEC Form ADV, RESNICK ADVISORS offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
RESNICK ADVISORS manages $955 million in client assets according to their SEC filing dated August 23, 2018.
According to their SEC Form ADV, RESNICK ADVISORS serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 268
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.06%
Average Client Assets: $2.7 million
Total Client Accounts: 2,668
Discretionary Accounts: 2,578
Non-Discretionary Accounts: 90
Regulatory Filings
CRD Number: 105927
Filing ID: 1236457
Last Filing Date: 2018-08-23 11:51:00