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SUCCESSFUL RESOURCE MANAGEMENT, LTD.
SUCCESSFUL RESOURCE MANAGEMENT, LLC
CRD 110317 · SEC 801-57093
5721 MERLE HAY ROAD, SUITE 14, JOHNSTON, IA, 50131, United States
Phone
515-279-1400
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$43.3M
Discretionary AUM
$43.3M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 89 | $13.1M |
| High net worth individuals | 22 | $30.2M |
All web addresses on file
Official SEC filing: View on IAPD