SEC Form ADV

RESOURCE FINANCIAL GROUP, LTD.

Firm profile: Resource Financial Group — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserIL

$637.4M

Assets Under Management

934

Total Clients

Employees

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Registration Details

Accession: CRD-119833
Location: WILMETTE, IL
Filing Date: March 28, 2026
AUM: $637.4M
Total Clients: 934
Institutional Clients: 6
Employees: 8
Amendment: No
SEC EDGAR: View original filing →

Client Types

HNW IndividualsPension Plans

About this Adviser

RESOURCE FINANCIAL GROUP, LTD. is a registered investment adviser headquartered in WILMETTE, IL, managing approximately $637.4M in assets across 934 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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