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⚲
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| Resource Financial Group Ltd
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| |
|---|---|
| CRD # | 119833 |
| SEC # | 801-66619 |
| CIK # | 0000173143, 0001845874, 0001731437 |
| AUM | $464.1 MM (2024-03-27) |
| Employees | 8 (25% Investors, 12% Brokers) |
| Phone | 847-256-7495 |
| Address | 1000 Skokie Blvd Wilmette, IL 60091 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8 | 7.0 |
| (b) Individuals (high net worth individuals) | 202 | 442.6 |
| (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 | 10 | 14.5 |
| (h) Charitable organizations | 0 | 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 | 0 | 0.0 |
| Total | 828 | 464.1 |
| By Discretionary | ||
| Discretionary | 571 | 329.6 |
| Non-Discretionary | 257 | 134.5 |
| Total | 828 | 464.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 464.1 | |
| Total | 828 | 464.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001731437] | |
| 13F-HR | [0001845874] | |
| 3 | [0001845874] | |
| 4 | [0001845874] | |
| SC 13G | [0001845874] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Resource Group International Ltd | IBEX Ltd | [2021-02-16] |
| Form 3/4/5 Subject | 2011 - 2024 |
|---|---|
| Resource Group International Ltd | |
| IBEX Ltd |
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