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Building 2FINANCIAL RESOURCES MANAGEMENT, INC.

Map pin
Phone631-543-8612
NotebookSEC #801-108627
Total AUM
$68M
Employees
1
Clients
12

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
631-543-8612

ReceiptFinancials

Total AUM
$68M
Accounts
56
Discretionary
$0
Accounts
0
Non-Discretionary
$68M
Accounts
56

ContactClients

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Individual Clients
1
AUM
$3.5M
HNW Individual Clients
11
AUM
$64.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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