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THE FINANCIAL RESOURCE CENTER

THE FINANCIAL RESOURCE CENTER, INC.

CRD 316747 · SEC 801-122673

Visit website

9640 COMMERCE DRIVE, SUITE 414, CARMEL, IN, 46032, United States

Phone

317-871-8571

Fax

(317) 471-0138

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$642.5M

Discretionary AUM

$0

Team

5 total employees; 4 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals237$103.9M
Pension/profit sharing plans5$13.5M
State/municipal entities3$521.7M
Corporations/business entities2$3.4M

States served

IL, IN, LA, OH, VA, FL

All web addresses on file

Official SEC filing: View on IAPD