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Financial Resources Group.com LLC

CRD 282542SEC# 801-107191Bellevue, WA
Export (members)
No longer SEC-registered. Financial Resources Group.com LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$740.9M
Employees
5
Accounts
667
Location
Bellevue, WA

Financial Resources Group.com LLC assets under management

Financial Resources Group.com LLC operates as an SEC-registered investment adviser based in Bellevue, WA. It reports $740.9 million in regulatory assets under management and employs 5 people.
View on SEC.gov ↗

Financial Resources Group.com LLC owners & executives

3 reported
NameTitleOwnershipSince
Benjamin Dale Johnson ControlManaging Member50-75%2015
Janet Lynn MesserChief Compliance OfficerUnder 5%2025
Jimmy Shanggee Wu ControlManaging Member50-75%2015

Frequently asked questions

How much does Financial Resources Group.com LLC manage?

Financial Resources Group.com LLC reports $740.9 million in regulatory assets under management on its Form ADV.

How many employees does Financial Resources Group.com LLC have?

Financial Resources Group.com LLC reports 5 employees.

Where is Financial Resources Group.com LLC located?

Financial Resources Group.com LLC is based in Bellevue, WA.

Does Financial Resources Group.com LLC disclose fund performance?

Financial Resources Group.com LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10900 NE 8th Street, Suite 1600, Bellevue, WA 98004
Office hours8a.m. - 5p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$313.5M
Non-discretionary$427.4M
Total (RAUM)$740.9M