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| Happy Holidays!! thanks for using AUM13F!! |
| Financial Resources Groupcom LLC
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| CRD # | 282542 |
| SEC # | 801-107191 |
| CIK # | |
| AUM | $740.9 M (2025-03-31) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 425-453-4122 |
| Address | 10900 NE 8th Street, Suite 1600 Bellevue, WA 98004 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 146 | 36.5 |
| (b) Individuals (high net worth individuals) | 104 | 638.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.0 |
| (h) Charitable organizations | 12 | 16.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 49.3 |
| (n) Other | 0 | 0.0 |
| Total | 667 | 740.9 |
| By Discretionary | ||
| Discretionary | 318 | 313.5 |
| Non-Discretionary | 349 | 427.4 |
| Total | 667 | 740.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 740.6 | |
| Total | 667 | 740.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Evernest Financial Advisors
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|
IN | 0.8 |
|
The Family Firm Inc
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|
MD | 0.8 |
|
Shulman Demeo Asset Management LLC
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|
NY | 0.8 |
|
Pinney & Scofield Inc
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|
MA | 0.7 |
|
Warner Financial Inc
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|
MD | 0.7 |
|
Mountain Capital Investment Advisors Inc
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|
CO | 0.7 |
|
CGC Financial Services LLC
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|
OR | 0.7 |
|
MARS Jewett Financial Group Inc
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|
WA | 0.7 |
|
Centric Wealth Management LLC
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|
IL | 0.7 |
|
Storge Partners Economic Studies LLC
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|
FL | 0.7 |