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| Resources Management Corp
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|---|---|
| CRD # | 104674 |
| SEC # | 801-21902 |
| CIK # | 0000749044 |
| AUM | 1,067.2 M (2026-04-29) |
| Employees | 14 (50% Investors, 0% Brokers) |
| Phone | 860-561-1245 |
| Address | 643 Prospect Avenue West Hartford, CT 06105 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0000749044 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Entergy Corp /DE/ | 0.1 | ||
| Ameriprise Financial Inc | 0.1 | ||
| Cigna Corp | 0.0 | ||
| AT&T Inc | 0.0 | ||
| Apple Inc | 0.0 | ||
| Davita Inc | 0.0 | ||
| NBT Bancorp Inc | 0.0 | ||
| Advanced Micro Devices Inc | 0.0 | ||
| ULTA Salon Cosmetics & Fragrance Inc | 0.0 | ||
| Amerisourcebergen Corp | 0.0 | ||
| Zscaler Inc | 0.0 | ||
| Target Corp | 0.0 | ||
| Canadian National Railway Co | 0.0 | ||
| Amphenol Corp /DE/ | 0.0 | ||
| ITT Corp | 0.0 | ||
| Watsco Inc | 0.0 | ||
| Alliant Energy Corp | 0.0 | ||
| Ford Motor Co | 0.0 | ||
| Astrazeneca PLC | 0.0 | ||
| Cintas Corp | 0.0 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.0 | ||
| ASML Holding NV | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 186 | 68.2 |
| (b) Individuals (high net worth individuals) | 160 | 794.4 |
| (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 | 2 | 7.2 |
| (h) Charitable organizations | 7 | 41.5 |
| (i) State or municipal government entities | 2 | 8.8 |
| (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 | 26 | 147.0 |
| (n) Other | 0 | 0.0 |
| Total | 865 | 1,067.2 |
| By Discretionary | ||
| Discretionary | 834 | 998.9 |
| Non-Discretionary | 31 | 68.3 |
| Total | 865 | 1,067.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,067.2 | |
| Total | 865 | 1,067.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000749044] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Clients | 5 |
| Serves | Institutional, Retail |
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