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Building 2RESOURCE CONSULTING GROUP

Map pinORLANDO, FL
Phone407-422-0252
NotebookSEC #801-32146
Total AUM
$2.3B
Employees
22
Clients
597

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
301 E. PINE STREET, SUITE 600
ORLANDO
FL 32801
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
407-422-0252

ReceiptFinancials

Total AUM
$2.3B
Accounts
2,792
Discretionary
$2.3B
Accounts
2,792
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
167
AUM
$79.7M
HNW Individual Clients
399
AUM
$2.1B
Pension/Profit Sharing Plan Clients
6
AUM
$47.5M
Charitable Organization Clients
7
AUM
$45.9M
Other Clients
18
AUM
$30.9M
Description of Other Clients
EMPLOYEES

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAMANCTXVAWA

HandshakeAffiliates

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

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