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Building 2RESOURCE PARTNERS LLC

Map pinHICKORY, NC
Phone828-324-4420
NotebookSEC #801-68076
Total AUM
$236M
Employees
8
Clients
285

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10 13TH AVENUE NW
HICKORY
NC 28601
United States
Operating Hours
8:30 - 5:30
Monday - Friday
Phone
828-324-4420

ReceiptFinancials

Total AUM
$236M
Accounts
772
Discretionary
$0
Accounts
0
Non-Discretionary
$236M
Accounts
772

ContactClients

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Individual Clients
220
AUM
$56M
HNW Individual Clients
57
AUM
$158M
Pension/Profit Sharing Plan Clients
8
AUM
$22M

Briefcase businessServices

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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

Shield checkCompliance

Disclosures

None reported

State Registrations
LANCSC

HandshakeAffiliates

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

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