Capital Resource Management

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Last updated: February 18th, 2020. Data source: SEC filings.

Capital Resource Management, federally registered in 1991, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 1 advisors. Capital Resource Management manages $392.5 million and provides investment advisory services for 50 clients (1:50 advisor/client ratio). This firm does not have a disciplinary history.



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Firm Information

Feature Value
Rank (United States) Not Ranked
Advisors Directory View Directory
Avg Advisor Years Registered 32
Percentage of Advisors Trusted 100%
Minimum Investment $5,000,000
Average Client Balance $7,849,270
Total AUM $392.5 million
Advisor / Client Ratio 1:50
Headquarters Deerfield, IL
SEC Filings View SEC IAPD CRD #106768
State(s) Registered IL

SEC data last verified 02/18/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.