|
⚲
|
| Resource 1 Inc
✚
| |
|---|---|
| CRD # | 115816 |
| SEC # | 801-123616 |
| CIK # | |
| AUM | $112.9 MM (2024-02-21) |
| Employees | 2 (100% Investors, 100% Brokers) |
| Phone | 757-616-0600 |
| Address | 999 Waterside Dr Norfolk, VA 23510 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 58 | 17.1 |
| (b) Individuals (high net worth individuals) | 42 | 70.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 21.4 |
| (h) Charitable organizations | 3 | 3.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 108 | 112.9 |
| By Discretionary | ||
| Discretionary | 108 | 112.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 108 | 112.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 112.9 | |
| Total | 108 | 112.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Carmandalian Financial Group LLC
✚
|
CA | 0.1 |
|
Fc360 Wealth Management Inc
✚
|
CA | 0.1 |
|
VIMA LLC
✚
|
MI | 0.1 |
|
Financial Management Advisors Inc
✚
|
TN | 0.1 |
|
Altman Investment Management LLC
✚
|
NJ | 0.1 |
|
Carmichael Capital Inc
✚
|
TN | 0.1 |
|
Safe Harbor Fiduciary LLC
✚
|
FL | 0.1 |
|
Prince Asset Management Inc
✚
|
FL | 0.1 |
|
Parrish Capital LLC
✚
|
GA | 0.1 |
|
Dover Investment Advisory Corporation
✚
|
MA | 0.1 |