| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Anthony Pugal | Co-Owner | 10-25% | 2021 |
| Peter Michael Maris Control | President And Chief Compliance Officer | Over 75% | 1996 |
Resource Financial Group, Ltd. reports $542.6 million in regulatory assets under management on its Form ADV.
Resource Financial Group, Ltd. reports 8 employees.
Resource Financial Group, Ltd. is based in Wilmette, IL and has been SEC-registered since 2006.
Resource Financial Group, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1000 Skokie Blvd., Suite 525, Wilmette, IL 60091 |
| Phone | 847-256-7495 |
| Fax | 847-256-7497 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $401.7M |
| Non-discretionary | $140.9M |
| Total (RAUM) | $542.6M |