Resource Management Service, LLC

RIASEC RegisteredEst. 2004
Total AUM
$5.9B
Discretionary
$1.6B
27% of AUM
Avg account
$423M
Accounts
14
Employees
149
Advisory reps
9

Firm details

Headquarters
Hoover, Alabama
CRD number
130791
Registered since
February 20, 2004
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pension & Profit Sharing Plans68.54%
  • Pooled Investment Vehicles26.05%
  • Other Investment Advisers4.18%
  • Other1.23%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Resource Management Service, LLC is a limited liability company registered with the SEC since 2004 and classified as a real estate fund manager. The firm’s ownership structure is a mix of a domestic entity and individual ownership. It serves an institutional client base and charges both a percentage-of-assets fee and performance-based fees. Advisory activity is concentrated on portfolio management for pooled investment vehicles and for businesses or institutional clients. The firm also acts in sponsor and general partner/managing member roles for pooled vehicles. It does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

1 of 1
  • William Hinson

    William Hinson

    President And CEOCRD 6632352

Contacts

3 of 8
  • Mary Greer

    Mary Greer

    Vice President, Corporate CommunicationsCRD 6772427

  • Phillip Glassco

    MemberCRD 4769138

  • Larkin Martin

    Managing PartnerCRD 8138818

Unlock 5 more contacts

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

Hoover, AL

Shelby

Location

Hoover, AL

Headquartered in Hoover, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.

Metro area
Birmingham-Hoover-Talladega, AL
Region
South
County
Shelby
Address
31 Inverness Center Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth