FINANCIAL RESOURCES GROUP.COM LLC

FRG FAMILY WEALTH ADVISORS
BELLEVUE, Washington·2 registered advisors·CRD# 282542
SEC# 801-1071910425-453-4122
01

Firm Overview

AUM
$667M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
Other: NEGOTIATED FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at FINANCIAL RESOURCES GROUP.COM LLC

2 registered advisors
Benjamin Dale Johnson
BELLEVUE, Washington
Jimmy Shanggee Wu
BELLEVUE, Washington
05

Office Locations

BELLEVUE, Washington
2 advisors

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Data sourced from SEC Form ADV filings. FINANCIAL RESOURCES GROUP.COM LLC (CRD# 282542) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.