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RESOURCE MANAGEMENT, LLC
METAIRIE, LA
504-833-5378
SEC #801-55855Total AUM
$1.7B
Employees
5Clients
545Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3330 WEST ESPLANADE AVE
STE 509
METAIRIE
LA 70002
United States
STE 509
METAIRIE
LA 70002
United States
Operating Hours
9:00 AM - 5:00 PM CDST
Monday - Friday
Monday - Friday
Phone
504-833-5378
Financials
Total AUM
$1.7B
Accounts
545Discretionary
$1.7B
Accounts
545Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
25AUM
$21.3M
HNW Individual Clients
504AUM
$1.7B
Pension/Profit Sharing Plan Clients
15AUM
$31.3M
Charitable Organization Clients
1AUM
$14.7M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
TAX PREPARATION
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Dismissed Civil Action (Settlement)
State Registrations
LANCTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.