Investment adviser · CRD 116897

FINANCIAL RESOURCES GROUP

Investment adviser filing (IA)

FINANCIAL RESOURCES GROUP.COM LLC

BELLEVUE, WA, United States · Form ADV filed Dec 16, 2015

Regulatory AUM
$388M
Form ADV · Item 5.F
Client accounts
422
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Dec 16, 2015. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Not reported in these imported fields

Principal office

10900 NE 8TH STREET, SUITE 1600
BELLEVUE, WA, 98004, United States

CRD 116897

Filing source

Form ADV 963120 · Dec 16, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.