Overview
Assets Under Management: $256 million
Headquarters: NEWBURYPORT, MA
High-Net-Worth Clients: 65
Average Client Assets: $2.1 million
Frequently Asked Questions
RESOLUTE FINANCIAL, LLC 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 #125739), RESOLUTE FINANCIAL, LLC is subject to fiduciary duty under federal law.
RESOLUTE FINANCIAL, LLC is headquartered in NEWBURYPORT, MA.
RESOLUTE FINANCIAL, LLC serves 65 high-net-worth clients according to their SEC filing dated July 26, 2018. View client details ↓
According to their SEC Form ADV, RESOLUTE FINANCIAL, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
RESOLUTE FINANCIAL, LLC manages $256 million in client assets according to their SEC filing dated July 26, 2018.
According to their SEC Form ADV, RESOLUTE FINANCIAL, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 65
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.46%
Average Client Assets: $2.1 million
Total Client Accounts: 1,274
Discretionary Accounts: 1,011
Non-Discretionary Accounts: 263
Regulatory Filings
CRD Number: 125739
Filing ID: 1231656
Last Filing Date: 2018-07-26 17:28:00