Financial Resources Group.com LLC
CRD 282542SEC# 801-107191Bellevue, WA
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
$833.7M
Employees
4
Accounts
684
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 $833.7 million in regulatory assets under management and employs 4 people.
Financial Resources Group.com LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Dale Johnson Control | Managing Member | 50-75% | 2015 |
| Janet Lynn Messer | Chief Compliance Officer | Under 5% | 2025 |
| Jimmy Shanggee Wu Control | Managing Member | 50-75% | 2015 |
Frequently asked questions
How much does Financial Resources Group.com LLC manage?
Financial Resources Group.com LLC reports $833.7 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 4 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
| Address | 10900 NE 8th Street, Suite 1600, Bellevue, WA 98004 |
| Office hours | 8a.m. - 5p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$833.7M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$833.7Mregulatory AUM
Discretionary $364.4MNon-discretionary $469.3M