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| Resolute Financial LLC
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|
|---|---|
| CRD # | 125739 |
| SEC # | 801-67898 |
| CIK # | 0001908859 |
| AUM | $443.8 MM (2022-10-03) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 978-463-8771 |
| Address | 102 State Street Newburyport, MA 01950-6639 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 205 | 133.3 |
| (b) Individuals (high net worth individuals) | 124 | 309.6 |
| (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 | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.9 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,460 | 443.8 |
| By Discretionary | ||
| Discretionary | 1,342 | 404.6 |
| Non-Discretionary | 118 | 39.1 |
| Total | 1,460 | 443.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 443.8 | |
| Total | 1,460 | 443.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001908859] |
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