RESOURCE PARTNERS LLC
Total AUM
$236M
Employees
8Clients
285Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
10 13TH AVENUE NW
HICKORY
NC 28601
United States
HICKORY
NC 28601
United States
Operating Hours
8:30 - 5:30
Monday - Friday
Monday - Friday
Phone
828-324-4420
Financials
Total AUM
$236M
Accounts
772Discretionary
$0
Accounts
0Non-Discretionary
$236M
Accounts
772
Clients
Individual Clients
220AUM
$56M
HNW Individual Clients
57AUM
$158M
Pension/Profit Sharing Plan Clients
8AUM
$22M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD PARTY ADVISORY FEES
Compliance
Disclosures
None reported
State Registrations
LANCSC
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.