AdvisorOS Directory
Claim Profile
PS

Petra Smith

RESOURCE MANAGEMENT INC·METAIRIE, Louisiana
Unclaimed Profile
3330 WEST ESPLANADE AVE STE 509, METAIRIE, LA 70002CRD# 5969551Firm CRD# 110231
01

About

Petra Smith is a registered financial advisor based in METAIRIE, Louisiana, affiliated with RESOURCE MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
RESOURCE MANAGEMENT, LLC
RESOURCE MANAGEMENT, LLC
AUM
$1.7B
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at RESOURCE MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5969551
Firm CRD# 110231
1 disclosure on file
View on FINRA BrokerCheck →

Looking for a financial advisor in METAIRIE?

Browse all registered financial advisors in METAIRIE, Louisiana or claim this profile if it's yours.

Browse METAIRIE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Petra Smith offer?
Petra Smith specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in METAIRIE, Louisiana for a consultation.
What are Petra Smith's credentials?
Petra Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Petra Smith located?
Petra Smith is based in METAIRIE, Louisiana, working with RESOURCE MANAGEMENT INC. Their office serves clients in the METAIRIE metropolitan area and surrounding communities.
How does Petra Smith charge for services?
Petra Smith's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RESOURCE MANAGEMENT INC?
RESOURCE MANAGEMENT INC has approximately 5 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in METAIRIE
George Arthur Greschner — REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.Rudy Jerome Blanchard — REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.Michael Nash Zabalaoui — RESOURCE MANAGEMENT, LLCLawrence John Sisung — SISUNG INVESTMENT MANAGEMENT SERVICES LLCEric Arthur Greschner — REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.
Nearby cities in Louisiana
NEW ORLEANS (156)BATON ROUGE (72)LAFAYETTE (41)SHREVEPORT (30)MANDEVILLE (25)
City Guides
NEW ORLEANS GuideBATON ROUGE GuideLAFAYETTE GuideSHREVEPORT GuideMANDEVILLE Guide
Research
Advisor Fees in LouisianaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile