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| Happy Holidays!! thanks for using AUM13F!! |
| Resource 1 Inc
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|---|---|
| CRD # | 115816 |
| SEC # | 801-123616 |
| CIK # | |
| AUM | $120.3 M (2025-05-30) |
| Employees | 2 (100% Investors, 100% Brokers) |
| Phone | 757-616-0600 |
| Address | 999 Waterside Dr Norfolk, VA 23510 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 62 | 20.9 |
| (b) Individuals (high net worth individuals) | 44 | 73.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 22.4 |
| (h) Charitable organizations | 2 | 3.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 113 | 120.3 |
| By Discretionary | ||
| Discretionary | 113 | 120.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 113 | 120.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 120.3 | |
| Total | 113 | 120.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Freeboard Capital LLC
✚
|
0.1 | |
|
McGrath & Associates Inc
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NC | 0.1 |
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Tublin - Difusco Advisors Inc
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0.1 | |
|
RW Baker Wealth Management Group LLC
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WY | 0.1 |
|
Illuminate Wealth Management LLC
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IL | 0.1 |
|
Hepworth Equity Partners LLC
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|
NH | 0.1 |
|
Burgess Investment Management and Research Inc
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|
0.1 | |
|
Gross Domestic Product Inc
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|
0.1 | |
|
SEAL Cove Capital LLC
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|
0.1 | |
|
Finley Wealth Management LLC
✚
|
FL | 0.1 |