Resource Financial Group Review

Trust Score 80%
Trust Score info_outline

Last updated: August 6th, 2019. Data source: SEC filings.

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Resource Financial Group, federally registered in 2006, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 2 advisors. Resource Financial Group manages $246.0 million and provides investment advisory services for 220 clients (1:110 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $0
Average Client Balance $1,118,113
Hybrid Advisor Yes
Disciplinary History No
Total AUM $246.0 million
Advisor / Client Ratio 1:110
Headquarters Wilmette, IL
SEC Filings Forms and Brochures    (CRD # 119833)
State(s) Registered IL

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