Investment adviser · CRD 105720
RESOURCE CONSULTING GROUP
Investment adviser filing (IA)
RESOURCE CONSULTING GROUP INC
ORLANDO, FL, United States · Form ADV filed Mar 1, 2023
- Regulatory AUM
- $2.32B Form ADV · Item 5.F
- Client accounts
- 2,792 Accounts, not individual clients
- Employees
- 22 Reported in this filing
- Advisory professionals
- 16 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 399 | $2,112,591,253 | 91.2% |
| Individuals | 167 | $79,741,539 | 3.4% |
| Retirement plans | 6 | $47,523,244 | 2.1% |
| Charities | 7 | $45,912,874 | 2.0% |
| Other clients | 18 | $30,948,661 | 1.3% |
Filing source
Form ADV 1706428 · Mar 1, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Mar 1, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Fixed
Principal office
301 E. PINE STREET, SUITE 600ORLANDO, FL, 32801, United States
CRD 105720
Filing source
Form ADV 1706428 · Mar 1, 2023 · 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.