RESOURCES PLANNING GROUP INC
CRD #113735 SEC #801-60555 CHICAGO, IL 312-781-2111
SEC Registered
Total AUM
$38M
Discretionary
$37M
Employees
6
Clients
11
Accounts
240
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2012 | $38M | $37M | $1M | 6 | 200 |
| Aug 2012 | $38M | $37.5M | $500K | 6 | 200 |
| Aug 2012 | $33.5M | $33M | $500K | 6 | 200 |
| Jun 2012 | $33.5M | $33M | $500K | 6 | 200 |
| Jun 2012 | $40.7M | $40M | $700K | 6 | 200 |
| Jul 2010 | $141M | $141M | $0 | 10 | -- |
| Nov 2007 | $190M | $190M | $0 | -- | -- |
| Nov 2007 | $175M | $175M | $0 | -- | -- |
| Feb 2006 | $150M | $150M | $0 | 10 | -- |
| Oct 2005 | $150M | $150M | $0 | 10 | -- |
| Sep 2001 | $85M | $0 | $85M | 5 | -- |
DateSep 2012
Total AUM$38M
Discretionary$37M
Non-Disc.$1M
Employees6
Clients200
DateAug 2012
Total AUM$38M
Discretionary$37.5M
Non-Disc.$500K
Employees6
Clients200
DateAug 2012
Total AUM$33.5M
Discretionary$33M
Non-Disc.$500K
Employees6
Clients200
DateJun 2012
Total AUM$33.5M
Discretionary$33M
Non-Disc.$500K
Employees6
Clients200
DateJun 2012
Total AUM$40.7M
Discretionary$40M
Non-Disc.$700K
Employees6
Clients200
DateJul 2010
Total AUM$141M
Discretionary$141M
Non-Disc.$0
Employees10
Clients--
DateNov 2007
Total AUM$190M
Discretionary$190M
Non-Disc.$0
Employees--
Clients--
DateNov 2007
Total AUM$175M
Discretionary$175M
Non-Disc.$0
Employees--
Clients--
DateFeb 2006
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees10
Clients--
DateOct 2005
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees10
Clients--
DateSep 2001
Total AUM$85M
Discretionary$0
Non-Disc.$85M
Employees5
Clients--