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RESOURCE FINANCIAL GROUP, LTD.

SEC Form ADV profile.

Total regulatory AUM
$637,406,967
Discretionary
$480,842,110
Non-discretionary
$156,564,857

Firm details

CRD number
119833
SEC file number
801-66619
Main office
WILMETTE, IL, United States
Employees
8
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees Commissions

As of May 2026.