Resource Planning Group Ltd

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Assets, Funds, Holdings

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Resource Planning Group Ltd
CRD #111524
SEC #801-43321
CIK #0001537147
AUM
Employees 7 (71% Investors, 0% Brokers)
Phone770-671-9500
Address10 Glenlake Parkway
Atlanta, GA 30328
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram]
Total AUM ($MM)
50040030020010001999200720152024
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 220 84.2
(b) Individuals (high net worth individuals) 80 188.5
(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 0 2.8
(h) Charitable organizations 0 3.3
(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 978 278.8
By Discretionary
Discretionary 978 278.8
Non-Discretionary 0 0.0
Total 978 278.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 278.8
Total 978 278.8
EDGAR Form CIK 2011 - 2024
13F-HR [0001537147]
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