FINANCIAL RESOURCES NETWORK INC
Legal name: INSIGHT ONSITE FINANCIAL SOLUTIONS
CRD #107651 SEC #801-52649 WOBURN, MA 718-935-7070
SEC Registered
Total AUM
$63.5M
Discretionary
$51M
Employees
5
Clients
101
Accounts
500
Firm Details
- Organization Type
- Corporation
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 6, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CAPLITZ, GREGG, DARRELL | I | CHIEF COMPLIANCE OFFICER | NA | |
| CAPLITZ, GREGG, DARRELL | I | CHIEF COMPLIANCE OFFICER | NA | |
| CAPLITZ, GREGG, DARRELL | I | CHIEF COMPLIANCE OFFICER | NA | |
| HERMAN, ROSALIND, DEBORAH | I | PRESIDENT/CEO | E | Control |
| HERMAN, ROSALIND, DEBORAH | I | PRESIDENT/CEO | E | Control |
| HERMAN, ROSALIND, DEBORAH | I | PRESIDENT/CEO | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| FINANCIAL FAMILY HOLDINGS LLC | DE | FINANCIAL RESOURCES NETWORK, INC. | E | Control |
| FINANCIAL FAMILY HOLDINGS LLC | DE | FINANCIAL RESOURCES NETWORK, INC. | E | Control |
| FINANCIAL FAMILY HOLDINGS LLC | DE | FINANCIAL RESOURCES NETWORK, INC. | E | Control |
Registrations
Federal
IA
Oct 6, 2005 REGISTERED
Notice Filings (3)
MA NH NV
Address
424 WASHINGTON STWOBURN, MA 01801-2112
USA
Phone: 718-935-7070