|
⚲
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| Financial Resources Groupcom LLC
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| |
|---|---|
| CRD # | 282542 |
| SEC # | 801-107191 |
| CIK # | |
| AUM | $666.5 MM (2024-03-29) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 425-453-4122 |
| Address | 10900 NE 8th Street, Suite 1600 Bellevue, WA 98004 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 74 | 25.3 |
| (b) Individuals (high net worth individuals) | 109 | 573.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 23.1 |
| (h) Charitable organizations | 10 | 12.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 32.5 |
| (n) Other | 0 | 0.0 |
| Total | 610 | 666.5 |
| By Discretionary | ||
| Discretionary | 300 | 286.8 |
| Non-Discretionary | 310 | 379.7 |
| Total | 610 | 666.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 666.2 | |
| Total | 610 | 666.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Cullen Investment Group Ltd
✚
|
LA | 0.7 |
|
Circle Advisers Inc
✚
|
NY | 0.7 |
|
Pinney & Scofield Inc
✚
|
MA | 0.7 |
|
Jamison Private Wealth Management Inc
✚
|
GA | 0.7 |
|
Sycamore Financial Group Inc
✚
|
IN | 0.7 |
|
CGC Financial Services LLC
✚
|
OR | 0.7 |
|
Parsons Capital Management LLC
✚
|
PA | 0.7 |
|
Valicenti Advisory Services Inc
✚
|
NY | 0.7 |
|
Centric Wealth Management LLC
✚
|
IL | 0.7 |
|
Sterling Investment Counsel LLC
✚
|
NY | 0.7 |