RESILIENT ASSET MANAGEMENT

RIASEC Registered

Total AUM

$73.5M

Discretionary

$73.5M

100% of AUM

Avg account

$313K

Accounts

235

Employees

Advisory reps

Firm details

Headquarters: MEMPHIS, Tennessee
CRD number: 285534
Website: www.resilientam.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI73.76%
Individuals15.28%
Pension & Profit Sharing Plans8.63%
Charitable Organizations2.33%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Resilient Asset Management is an independent registered investment adviser organized as a limited liability company and owned by an individual. Its core client base is individuals and families. The firm offers comprehensive financial planning and portfolio management for individuals, small businesses and institutional/business clients, and it also runs educational seminars and workshops. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Resilient does not identify as an active ESG investor and is not listed as a multi-state adviser or pension consultant.