⚲
|
Message |
---|
I'm in the process of updating the data!! apologies for any slow speeds! |
Financial Resources Groupcom LLC
✚
| |
---|---|
CRD # | 282542 |
SEC # | 801-107191 |
CIK # | |
AUM | $740.9 MM (2025-03-31) |
Employees | 5 (60% Investors, 0% Brokers) |
Phone | 425-453-4122 |
Address | 10900 NE 8th Street, Suite 1600 Bellevue, WA 98004 |
Source | [IAPD] [Website] |
Total AUM ($M) |
---|
AUM Breakdown | Accounts | AUM ($M) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 146 | 36.5 |
(b) Individuals (high net worth individuals) | 104 | 638.9 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 1 | 0.0 |
(h) Charitable organizations | 12 | 16.2 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 7 | 49.3 |
(n) Other | 0 | 0.0 |
Total | 667 | 740.9 |
By Discretionary | ||
Discretionary | 318 | 313.5 |
Non-Discretionary | 349 | 427.4 |
Total | 667 | 740.9 |
By Non-United States Persons | ||
Non-United States Persons | 0.3 | |
United States Persons | 740.6 | |
Total | 667 | 740.9 |
Comparable Firms | State | AUM ($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 |