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Building 2RESOLUTE FINANCIAL, LLC

Map pinNEWBURYPORT, MA
Phone978-463-8771
NotebookSEC #801-67898
Total AUM
$443.8M
Employees
7
Clients
330

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
102 STATE STREET
SUITE E
NEWBURYPORT
MA 01950-6639
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
978-463-8771
Other Offices
3

ReceiptFinancials

Total AUM
$443.8M
Accounts
1,460
Discretionary
$404.6M
Accounts
1,342
Non-Discretionary
$39.1M
Accounts
118

ContactClients

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Individual Clients
205
AUM
$133.3M
HNW Individual Clients
124
AUM
$309.6M
Investment Advisor Clients
1
AUM
$882.9K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMAMENHTX

HandshakeAffiliates

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

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