Overview
Assets Under Management: $1.8 billion
Headquarters: ORLANDO, FL
High-Net-Worth Clients: 334
Average Client Assets: $5.1 million
Frequently Asked Questions
RESOURCE CONSULTING GROUP 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 #105720), RESOURCE CONSULTING GROUP is subject to fiduciary duty under federal law.
RESOURCE CONSULTING GROUP is headquartered in ORLANDO, FL.
RESOURCE CONSULTING GROUP serves 334 high-net-worth clients according to their SEC filing dated September 14, 2018. View client details ↓
According to their SEC Form ADV, RESOURCE CONSULTING GROUP offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
RESOURCE CONSULTING GROUP manages $1.8 billion in client assets according to their SEC filing dated September 14, 2018.
According to their SEC Form ADV, RESOURCE CONSULTING GROUP 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: 334
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.44%
Average Client Assets: $5.1 million
Total Client Accounts: 2,167
Discretionary Accounts: 2,167
Regulatory Filings
CRD Number: 105720
Filing ID: 1229546
Last Filing Date: 2018-09-14 10:35:00