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Building 2RESOURCE FINANCIAL GROUP, LTD.

Map pinWILMETTE, IL
Phone847-256-7495
NotebookSEC #801-66619
Total AUM
$637.4M
Employees
8
Clients
271

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1000 SKOKIE BLVD.
SUITE 525
WILMETTE
IL 60091
United States
Operating Hours
8:00 AM TO 5:00 P.M.
Monday - Friday
Phone
847-256-7495

ReceiptFinancials

Total AUM
$637.4M
Accounts
934
Discretionary
$480.8M
Accounts
699
Non-Discretionary
$156.6M
Accounts
235

ContactClients

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HNW Individual Clients
265
AUM
$623.5M
Pension/Profit Sharing Plan Clients
6
AUM
$13.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILNHNY

HandshakeAffiliates

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

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