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The Financial Resource Center, Inc.

● SEC registered since 2021CRD 316747SEC# 801-122673Carmel, IN
Export (members)
Reg. AUM
$407.2M
Employees
5
Accounts
361
Location
Carmel, IN

The Financial Resource Center, Inc. assets under management

The Financial Resource Center, Inc. is a registered investment adviser overseen by the SEC based in Carmel, IN. The firm has been registered since 2021. It reports $407.2 million in regulatory assets under management and employs 5 people.
www.linkedin.com/in/evan-lane-cfp%c2%ae-aif%c2%ae-a53237175View on SEC.gov ↗

The Financial Resource Center, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Carol Jean Lane ControlPresidentOver 75%2021
Evan Tyler Lane ControlChief Compliance OfficerUnder 5%2021

Frequently asked questions

How much does The Financial Resource Center, Inc. manage?

The Financial Resource Center, Inc. reports $407.2 million in regulatory assets under management on its Form ADV.

How many employees does The Financial Resource Center, Inc. have?

The Financial Resource Center, Inc. reports 5 employees.

Where is The Financial Resource Center, Inc. located?

The Financial Resource Center, Inc. is based in Carmel, IN and has been SEC-registered since 2021.

Does The Financial Resource Center, Inc. disclose fund performance?

The Financial Resource Center, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9640 Commerce Drive, Suite 414, Carmel, IN 46032
Phone317-871-8571
Fax(317) 471-0138
Office hours9:00 - 4:30
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$407.2M
Total (RAUM)$407.2M