Overview
Assets Under Management: $464 million
Headquarters: WILMETTE, IL
High-Net-Worth Clients: 210
Average Client Assets: $2 million
Frequently Asked Questions
RESOURCE FINANCIAL GROUP, LTD. 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 #119833), RESOURCE FINANCIAL GROUP, LTD. is subject to fiduciary duty under federal law.
RESOURCE FINANCIAL GROUP, LTD. is headquartered in WILMETTE, IL.
RESOURCE FINANCIAL GROUP, LTD. serves 210 high-net-worth clients according to their SEC filing dated March 27, 2024. View client details ↓
According to their SEC Form ADV, RESOURCE FINANCIAL GROUP, LTD. offers financial planning and portfolio management for individuals. View all service details ↓
RESOURCE FINANCIAL GROUP, LTD. manages $464 million in client assets according to their SEC filing dated March 27, 2024.
According to their SEC Form ADV, RESOURCE FINANCIAL GROUP, LTD. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 210
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.31
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 828
Discretionary Accounts: 571
Non-Discretionary Accounts: 257
Regulatory Filings
CRD Number: 119833
Last Filing Date: 2024-03-27 00:00:00
Website: https://rfgltd.com