Resource Management LLC

RIASEC Registered
Total AUM
$6.4M
Discretionary
$0
0% of AUM
Avg account
$1.6M
Accounts
4
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
131792
Fee structure
Other
Client types
  • HNWI93.91%
  • Other4.54%
  • Individuals1.55%

Firm profile

FINTRX

Overview

Resource Management LLC is a small, privately held advisory firm organized as a limited liability company and owned by an individual. The firm serves individual and family clients and operates under a non-standard fee arrangement (listed as "Other"). According to available registry details, it does not market itself as an active ESG investor, does not operate across multiple states, and is not identified as a capital allocator or a pension consultant. Public filings do not provide a detailed list of advisory services or a stated investment philosophy.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 50%, Non-Exchange Traded Equities 14%, Cash & Cash Equivalents 14%, US Government Bonds 13%, Exchange Traded Equities 9%50%
  • Other50%
  • Non-Exchange Traded Equities14%
  • Cash & Cash Equivalents14%
  • US Government Bonds13%
  • Exchange Traded Equities9%

Contacts

1 of 1
  • Ronald Miller

    Ronald Miller

    Fee-Only Financial AdvisorCRD 4810494

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth