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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| The Financial Resource Center Inc
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|---|---|
| CRD # | 316747 |
| SEC # | 801-122673 |
| CIK # | |
| AUM | $407.2 M (2025-03-15) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 317-871-8571 |
| Address | 9640 Commerce Drive Carmel, IN 46032 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 222 | 88.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 10.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 3 | 305.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 3.5 |
| (n) Other | 0 | 0.0 |
| Total | 361 | 407.2 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 361 | 407.2 |
| Total | 361 | 407.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 407.2 | |
| Total | 361 | 407.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The Planning Project LLC
✚
|
TX | 0.4 |
|
Arnold Weitz & Co
✚
|
NE | 0.4 |
|
Stuart Chausse & Associates Inc
✚
|
0.4 | |
|
Financial Freedom LLC
✚
|
OH | 0.4 |
|
Mastodon Advisory Group LLC
✚
|
0.4 | |
|
Bernard Caroli Wealth Management Inc
✚
|
NJ | 0.4 |
|
Wealth Effects LLC
✚
|
MA | 0.4 |
|
Columbus Investment Advisory Inc
✚
|
OH | 0.4 |
|
Members Advisory Group LLC
✚
|
NY | 0.4 |
|
HRC Wealth Management LLC
✚
|
ID | 0.4 |