Resource Financial Group, Ltd.
Resource Financial Group, Ltd. is an SEC-registered wealth manager in Wilmette, IL with $637.4M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Resource Financial Group, Ltd.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 119833, SEC 801-66619, data through 2026-03-28.
- AUM (assets under management / regulatory AUM)
- $637.4M (2026-03-28)
- Firm type
- Wealth Manager
- Location
- Wilmette, IL
- Employees
- 8
- Clients
- 271
- CRD
- 119833
- Ownership
- MARIS, PETER, MICHAEL; PUGAL, BRIAN, ANTHONY
How much AUM does Resource Financial Group, Ltd. have?
Resource Financial Group, Ltd. reported $637.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-28).
Who owns Resource Financial Group, Ltd.?
Disclosed owners and executives of Resource Financial Group, Ltd. include MARIS, PETER, MICHAEL, PUGAL, BRIAN, ANTHONY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.