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Building 2RESOURCE INVESTMENT ARCHITECTS, INC.

Map pinPETALUMA, CA
Phone707-763-7861
NotebookSEC #801-56409
Total AUM
$416.2M
Employees
15
Clients
1,017

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11 PETALUMA BLVD. N. SUITE 205
PETALUMA
CA 94952-3002
United States
Operating Hours
9 - 4:00
Monday - Friday
Phone
707-763-7861
Other Offices
9

ReceiptFinancials

Total AUM
$416.2M
Accounts
2,222
Discretionary
$408.1M
Accounts
2,214
Non-Discretionary
$8.1M
Accounts
8

ContactClients

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Individual Clients
848
AUM
$168M
HNW Individual Clients
142
AUM
$205.4M
Pension/Profit Sharing Plan Clients
9
AUM
$705.2K
Charitable Organization Clients
1
AUM
$20.8M
Investment Advisor Clients
1
AUM
$201.8K
Corporation or Business Clients
16
AUM
$21.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
ACT AS SOLICITOR FOR MANAGERS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SHARED FEES FROM 3D PARTY MANAGERS

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
AZCAIDNVORTXUTWA

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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