Overview
Assets Under Management: $1.2 billion
Headquarters: METAIRIE, LA
High-Net-Worth Clients: 346
Average Client Assets: $3.4 million
Frequently Asked Questions
RESOURCE MANAGEMENT, 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 #110231), RESOURCE MANAGEMENT, LLC is subject to fiduciary duty under federal law.
RESOURCE MANAGEMENT, LLC is headquartered in METAIRIE, LA.
RESOURCE MANAGEMENT, LLC serves 346 high-net-worth clients according to their SEC filing dated March 17, 2018. View client details ↓
According to their SEC Form ADV, RESOURCE MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
RESOURCE MANAGEMENT, LLC manages $1.2 billion in client assets according to their SEC filing dated March 17, 2018.
According to their SEC Form ADV, RESOURCE MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 346
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.35%
Average Client Assets: $3.4 million
Total Client Accounts: 2,099
Discretionary Accounts: 2,072
Non-Discretionary Accounts: 27
Regulatory Filings
CRD Number: 110231
Filing ID: 1168789
Last Filing Date: 2018-03-17 17:44:00