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RESOURCE FINANCIAL GROUP, LTD.

CRD 119833 · SEC 801-66619

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1000 SKOKIE BLVD., SUITE 525, WILMETTE, IL, 60091, United States

Phone

847-256-7495

Fax

847-256-7497

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$637.4M

Discretionary AUM

$480.8M

Team

8 total employees; 2 advisory reps; 2 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees; Commissions

Org form

Corporation

Filing date

2026-03-28

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
High net worth individuals265$623.5M
Pension/profit sharing plans6$13.9M

States served

AZ, CA, CO, IL, NY, NH, FL

All web addresses on file

Official SEC filing: View on IAPD