Financial Resources Groupcom LLC

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Assets, Funds, Holdings

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Financial Resources Groupcom LLC
CRD #282542
SEC #801-107191
CIK #
AUM $740.9 MM (2025-03-31)
Employees 5 (60% Investors, 0% Brokers)
Phone425-453-4122
Address10900 NE 8th Street, Suite 1600
Bellevue, WA 98004
Source [IAPD] [Website]
Total AUM ($M)
80064048032016002011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 146 36.5
(b) Individuals (high net worth individuals) 104 638.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 1 0.0
(h) Charitable organizations 12 16.2
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 7 49.3
(n) Other 0 0.0
Total 667 740.9
By Discretionary
Discretionary 318 313.5
Non-Discretionary 349 427.4
Total 667 740.9
By Non-United States Persons
Non-United States Persons 0.3
United States Persons 740.6
Total 667 740.9
Comparable Firms State AUM ($BB)
Evernest Financial Advisors
IN 0.8
The Family Firm Inc
MD 0.8
Shulman Demeo Asset Management LLC
NY 0.8
Pinney & Scofield Inc
MA 0.7
Warner Financial Inc
MD 0.7
Mountain Capital Investment Advisors Inc
CO 0.7
CGC Financial Services LLC
OR 0.7
MARS Jewett Financial Group Inc
WA 0.7
Centric Wealth Management LLC
IL 0.7
Storge Partners Economic Studies LLC
FL 0.7
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