RESOURCE 1, INC.
Total AUM
$132.7M
Employees
2Clients
116Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
999 WATERSIDE DR
SUITE 435
NORFOLK
VA 23510
United States
SUITE 435
NORFOLK
VA 23510
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Monday - Friday
Phone
757-616-0600
Financials
Total AUM
$132.7M
Accounts
116Discretionary
$132.7M
Accounts
116Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
63AUM
$23.2M
HNW Individual Clients
46AUM
$80.1M
Pension/Profit Sharing Plan Clients
5AUM
$24.9M
Charitable Organization Clients
2AUM
$4.5M
Services
Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FLTXVAWI
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.