RESOURCE FINANCIAL GROUP, LTD.
CRD #119833 SEC #801-66619 WILMETTE, IL 847-256-7495
SEC Registered
Total AUM
$542.6M
Discretionary
$401.7M
Employees
8
Clients
101
Accounts
892
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $542.6M | $401.7M | $140.9M | 8 | 2 |
| Mar 2024 | $464.1M | $329.6M | $134.5M | 8 | 2 |
| Mar 2023 | $363.8M | $240.5M | $123.3M | 8 | 2 |
| Mar 2022 | $370.7M | $222.9M | $147.8M | 9 | 2 |
| Mar 2021 | $336M | $187.7M | $148.3M | 8 | 2 |
| Jun 2020 | $228.2M | $123.8M | $104.4M | 8 | 2 |
| Mar 2020 | $228.2M | $123.8M | $104.4M | 8 | 2 |
| Mar 2019 | $246M | $57.5M | $188.5M | 8 | 2 |
| Mar 2018 | $224.5M | $6.7M | $217.8M | 8 | 2 |
| Mar 2017 | $182.5M | $4.8M | $177.6M | 9 | 200 |
| Mar 2016 | $142.8M | $2.8M | $140M | 7 | 200 |
| Mar 2015 | $136.9M | $2M | $134.9M | 8 | 200 |
| Mar 2014 | $127.3M | $2M | $125.2M | 7 | 200 |
| Mar 2013 | $140.4M | $606.9K | $139.8M | 7 | 200 |
| Mar 2012 | $126.5M | $446.3K | $126M | 6 | 200 |
| Mar 2011 | $123.4M | $305.8K | $123.1M | 10 | -- |
| Mar 2011 | $69.3M | $269K | $69M | 10 | -- |
| Mar 2010 | $69.3M | $269K | $69M | 10 | -- |
| Mar 2009 | $50M | $0 | $50M | 10 | -- |
| Jun 2007 | $50M | $0 | $50M | 5 | -- |
| Apr 2007 | $50M | $0 | $50M | 5 | -- |
DateMar 2025
Total AUM$542.6M
Discretionary$401.7M
Non-Disc.$140.9M
Employees8
Clients2
DateMar 2024
Total AUM$464.1M
Discretionary$329.6M
Non-Disc.$134.5M
Employees8
Clients2
DateMar 2023
Total AUM$363.8M
Discretionary$240.5M
Non-Disc.$123.3M
Employees8
Clients2
DateMar 2022
Total AUM$370.7M
Discretionary$222.9M
Non-Disc.$147.8M
Employees9
Clients2
DateMar 2021
Total AUM$336M
Discretionary$187.7M
Non-Disc.$148.3M
Employees8
Clients2
DateJun 2020
Total AUM$228.2M
Discretionary$123.8M
Non-Disc.$104.4M
Employees8
Clients2
DateMar 2020
Total AUM$228.2M
Discretionary$123.8M
Non-Disc.$104.4M
Employees8
Clients2
DateMar 2019
Total AUM$246M
Discretionary$57.5M
Non-Disc.$188.5M
Employees8
Clients2
DateMar 2018
Total AUM$224.5M
Discretionary$6.7M
Non-Disc.$217.8M
Employees8
Clients2
DateMar 2017
Total AUM$182.5M
Discretionary$4.8M
Non-Disc.$177.6M
Employees9
Clients200
DateMar 2016
Total AUM$142.8M
Discretionary$2.8M
Non-Disc.$140M
Employees7
Clients200
DateMar 2015
Total AUM$136.9M
Discretionary$2M
Non-Disc.$134.9M
Employees8
Clients200
DateMar 2014
Total AUM$127.3M
Discretionary$2M
Non-Disc.$125.2M
Employees7
Clients200
DateMar 2013
Total AUM$140.4M
Discretionary$606.9K
Non-Disc.$139.8M
Employees7
Clients200
DateMar 2012
Total AUM$126.5M
Discretionary$446.3K
Non-Disc.$126M
Employees6
Clients200
DateMar 2011
Total AUM$123.4M
Discretionary$305.8K
Non-Disc.$123.1M
Employees10
Clients--
DateMar 2011
Total AUM$69.3M
Discretionary$269K
Non-Disc.$69M
Employees10
Clients--
DateMar 2010
Total AUM$69.3M
Discretionary$269K
Non-Disc.$69M
Employees10
Clients--
DateMar 2009
Total AUM$50M
Discretionary$0
Non-Disc.$50M
Employees10
Clients--
DateJun 2007
Total AUM$50M
Discretionary$0
Non-Disc.$50M
Employees5
Clients--
DateApr 2007
Total AUM$50M
Discretionary$0
Non-Disc.$50M
Employees5
Clients--