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FINANCIAL RESOURCES GROUP, LLC
CRD 293380
116 OAK STREET, 2ND FLOOR, GLASTONBURY, CT, 06033, United States
Phone
860-657-8380
Fax
860-657-9535
Registration
— (—)
Source
State registered
Total AUM
$89.3M
Discretionary AUM
$84.8M
Team
3 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14 | $63.0M |
| High net worth individuals | 390 | $26.2M |
All web addresses on file
Official SEC filing: View on IAPD