Resource Financial Group, Ltd.
● SEC registered since 2006CRD 119833SEC# 801-66619Wilmette, IL
Reg. AUM
$637.4M
Employees
8
Accounts
934
Location
Wilmette, IL
Resource Financial Group, Ltd. assets under management
Resource Financial Group, Ltd. is an investment advisory firm registered with the SEC based in Wilmette, IL. The firm has been registered since 2006. It reports $637.4 million in regulatory assets under management and employs 8 people.
Resource Financial Group, Ltd. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Anthony Pugal | Co-Owner | 10-25% | 2021 |
| Peter Michael Maris Control | President And Chief Compliance Officer | Over 75% | 1996 |
Frequently asked questions
How much does Resource Financial Group, Ltd. manage?
Resource Financial Group, Ltd. reports $637.4 million in regulatory assets under management on its Form ADV.
How many employees does Resource Financial Group, Ltd. have?
Resource Financial Group, Ltd. reports 8 employees.
Where is Resource Financial Group, Ltd. located?
Resource Financial Group, Ltd. is based in Wilmette, IL and has been SEC-registered since 2006.
Does Resource Financial Group, Ltd. disclose fund performance?
Resource Financial Group, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$637.4M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$637.4Mregulatory AUM
Discretionary $480.8MNon-discretionary $156.6M