Resource Financial Group, Ltd.
Resource Financial Group, Ltd. (CRD# 119833) is a financial advisory firm headquartered in Wilmette, IL. They manage $464,075,921 in 828 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Resource Financial Group, Ltd.
By the Numbers
-
Total Assets Under Management464MILLION
-
Total Number of Accounts828ACCOUNTS
-
Average Account Value$560,478
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL
Financial Advisors at Resource Financial Group, Ltd.
1
Peter Maris (CRD# 2177794) is an Investment Advisor Representative working at Resource Financial Group, Ltd. in Wilmette, IL and has over 32 years of experience in the finance industry.
2
Brian Pugal (CRD# 4626115) is an Investment Advisor Representative working at Resource Financial Group, Ltd. in Wilmette, IL and has over 16 years of experience in the finance industry.
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