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| Keyboard |
| Financial Resources Groupcom LLC
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|---|---|
| CRD # | 282542 |
| SEC # | 801-107191 |
| CIK # | |
| AUM | 833.7 M (2026-03-21) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 425-453-4122 |
| Address | 10900 NE 8th Street, Suite 1600 Bellevue, WA 98004 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 152 | 36.3 |
| (b) Individuals (high net worth individuals) | 113 | 724.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 11 | 17.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 55.4 |
| (n) Other | 0 | 0.0 |
| Total | 684 | 833.7 |
| By Discretionary | ||
| Discretionary | 341 | 364.4 |
| Non-Discretionary | 343 | 469.3 |
| Total | 684 | 833.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 833.7 | |
| Total | 684 | 833.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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MD | 851.8 M |
|
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|
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|
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|
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|
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|
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NY | 820.0 M |
|
A N Culbertson & Company Inc
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|
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|
SSA Swiss Advisors AG
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|
817.5 M | |
|
Shulman Demeo Asset Management LLC
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|
NY | 815.4 M |