Overview
Assets Under Management: $115 million
Headquarters: KNOXVILLE, TN
High-Net-Worth Clients: 33
Average Client Assets: $2.8 million
Frequently Asked Questions
RESOURCE ADVISORY SERVICES, INC. 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 #110671), RESOURCE ADVISORY SERVICES, INC. is subject to fiduciary duty under federal law.
RESOURCE ADVISORY SERVICES, INC. is headquartered in KNOXVILLE, TN.
RESOURCE ADVISORY SERVICES, INC. serves 33 high-net-worth clients according to their SEC filing dated September 21, 2018. View client details ↓
According to their SEC Form ADV, RESOURCE ADVISORY SERVICES, INC. offers financial planning and portfolio management for individuals. View all service details ↓
RESOURCE ADVISORY SERVICES, INC. manages $115 million in client assets according to their SEC filing dated September 21, 2018.
According to their SEC Form ADV, RESOURCE ADVISORY SERVICES, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.58%
Average Client Assets: $2.8 million
Total Client Accounts: 462
Discretionary Accounts: 401
Non-Discretionary Accounts: 61
Regulatory Filings
CRD Number: 110671
Filing ID: 1229157
Last Filing Date: 2018-09-21 13:10:00