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Financial Resources Management, Inc.
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Overview Share
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, nan
$61.3 million AUM
1 office

Financial Resources Management, Inc. is based in , nan and has $61.3 million in assets under management.

Location

, nan
Contact
$61.3 million
AUM
1
Employees
AUM Share
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$61,272,982
Assets under management
49 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals Fewer than 5 clients $2,758,711
High net worth individuals 45 $58,514,271 95% $1,300,317
Employees Share
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1
Employees
1
Investment analysts
100% of total employees
AUM per employee Share
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$61,272,982
Assets under management
$61,272,982
AUM per employee
$61,272,982
AUM per investment analyst
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Compensation

Financial Resources Management, Inc. makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Financial Resources Management, Inc. provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
Firm data Share
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CRD number 132,508
SEC number 801-108627
Legal structure Corporation
Legal governance New York, United States
Latest ADV filing date March 13, 2020

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