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Building 2RESOLUTE WEALTH ADVISOR, INC.

Map pinFINDLAY, OH
Phone419-422-4400
NotebookSEC #801-112074
Total AUM
$293.8M
Employees
4
Clients
816

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1100 EAST MAIN CROSS STREET
SUITE 157
FINDLAY
OH 45840
United States
Operating Hours
M-TH-8:30AM - 5PM F-*:30-4
MONDAY-THURSDAY
Phone
419-422-4400

ReceiptFinancials

Total AUM
$293.8M
Accounts
816
Discretionary
$214.3M
Accounts
801
Non-Discretionary
$79.4M
Accounts
15

ContactClients

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Individual Clients
354
AUM
$48.9M
HNW Individual Clients
442
AUM
$162.2M
Charitable Organization Clients
5
AUM
$1.7M
Government Entity Clients
2
AUM
$223.4K
Corporation or Business Clients
13
AUM
$80.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMSOH

HandshakeAffiliates

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

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