Resource Consulting Group Inc

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Assets, Funds, Holdings

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Resource Consulting Group Inc
CRD #105720
SEC #801-32146
CIK #0000831941
AUM
Employees 22 (73% Investors, 0% Brokers)
Fees
Minimum
Phone407-422-0252
Address301 E Pine Street, Suite 600
Orlando, FL 32801
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($B)
3.02.41.81.20.60.02001200920172025
Sector Form 13F Holdings Value ($M)
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View All
Holdings by Sector ($M)
60048036024012002022202320242025
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 167 0.1
(b) Individuals (high net worth individuals) 399 2.1
(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 6 0.0
(h) Charitable organizations 7 0.0
(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 18 0.0
Total 2,792 2.3
By Discretionary
Discretionary 2,792 2.3
Non-Discretionary 0 0.0
Total 2,792 2.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 2.3
Total 2,792 2.3
EDGAR Form CIK 2011 - 2026
13F-HR [0000831941]
Firm Profile (Form ADV)
Discretionary AUM$0.7B
Clients10
ServesInstitutional, Retail
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