RESOURCE FINANCIAL GROUP, LTD.

WILMETTE, Illinois·2 registered advisors·CRD# 119833
SEC# 801-666190847-256-7495
01

Firm Overview

AUM
$464M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03

Specialties

Financial PlanningInvestment Management
04

Advisors at RESOURCE FINANCIAL GROUP, LTD.

2 registered advisors
Brian Anthony Pugal
WILMETTE, Illinois
Peter Michael Maris
WILMETTE, Illinois
05

Office Locations

WILMETTE, Illinois
2 advisors

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Data sourced from SEC Form ADV filings. RESOURCE FINANCIAL GROUP, LTD. (CRD# 119833) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.