Overview
Assets Under Management: $236 million
Headquarters: HICKORY, NC
High-Net-Worth Clients: 57
Average Client Assets: $2.8 million
Frequently Asked Questions
RESOURCE PARTNERS 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 #114288), RESOURCE PARTNERS LLC is subject to fiduciary duty under federal law.
RESOURCE PARTNERS LLC is headquartered in HICKORY, NC.
RESOURCE PARTNERS LLC serves 57 high-net-worth clients according to their SEC filing dated May 31, 2018. View client details ↓
According to their SEC Form ADV, RESOURCE PARTNERS LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
RESOURCE PARTNERS LLC manages $236 million in client assets according to their SEC filing dated May 31, 2018.
According to their SEC Form ADV, RESOURCE PARTNERS 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, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.95%
Average Client Assets: $2.8 million
Total Client Accounts: 772
Non-Discretionary Accounts: 772
Regulatory Filings
CRD Number: 114288
Filing ID: 1221656
Last Filing Date: 2018-05-31 09:26:00