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| Keyboard |
| The Financial Resource Center Inc
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|---|---|
| CRD # | 316747 |
| SEC # | 801-122673 |
| CIK # | |
| AUM | 642.5 M (2026-03-27) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 317-871-8571 |
| Address | 9640 Commerce Drive Carmel, IN 46032 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 237 | 103.9 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 13.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 3 | 521.7 |
| (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 | 2 | 3.4 |
| (n) Other | 0 | 0.0 |
| Total | 389 | 642.5 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 389 | 642.5 |
| Total | 389 | 642.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 642.5 | |
| Total | 389 | 642.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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✚
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IL | 649.3 M |
|
Act Two Investors LLC
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647.0 M | |
|
One8Zero8 LLC
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NC | 644.6 M |
|
Raab & Moskowitz Asset Management LLC
✚
|
NJ | 642.9 M |
|
Murphy Pohlad Asset Management LLC
✚
|
MN | 639.7 M |
|
TCFG Investment Advisors LLC
✚
|
CA | 639.4 M |
|
Hemsley Advisors Ltd
✚
|
IL | 638.1 M |
|
Resource Financial Group Ltd
✚
|
IL | 637.4 M |
|
Southern Capital Advisors LLC
✚
|
TN | 636.9 M |
|
West Advisors Incorporated
✚
|
636.7 M |