RESOLUTE FINANCIAL, LLC
CRD #125739 SEC #801-67898 NEWBURYPORT, MA 978-463-8771
SEC Registered
Total AUM
$443.8M
Discretionary
$404.6M
Employees
7
Clients
251
Accounts
1,460
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2022 | $443.8M | $404.6M | $39.1M | 7 | 24 |
| Feb 2022 | $443.8M | $404.6M | $39.1M | 7 | 24 |
| Jan 2022 | $374.7M | $329.2M | $45.5M | 8 | 10 |
| Jan 2022 | $374.7M | $329.2M | $45.5M | 8 | 10 |
| Oct 2021 | $374.7M | $329.2M | $45.5M | 8 | 10 |
| Mar 2021 | $374.7M | $329.2M | $45.5M | 8 | 10 |
| Jun 2020 | $343.2M | $301.8M | $41.4M | 8 | 0 |
| Mar 2020 | $343.2M | $301.8M | $41.4M | 8 | 0 |
| Jan 2020 | $269.7M | $226.6M | $43.2M | 9 | 76 |
| Mar 2019 | $269.7M | $226.6M | $43.2M | 9 | 76 |
| Jul 2018 | $256.2M | $205.3M | $51M | 8 | 0 |
| Apr 2018 | $256.2M | $205.3M | $51M | 8 | 0 |
| Mar 2018 | $256.2M | $205.3M | $51M | 8 | 0 |
| Apr 2017 | $204M | $167.4M | $36.6M | 8 | 300 |
| Mar 2017 | $204M | $167.4M | $36.6M | 8 | 300 |
| Jul 2016 | $167.5M | $135.8M | $31.7M | 7 | 200 |
| May 2016 | $167.5M | $135.8M | $31.7M | 7 | 200 |
| Feb 2016 | $167.5M | $135.8M | $31.7M | 7 | 200 |
| Feb 2016 | $167.5M | $135.8M | $31.7M | 7 | 200 |
| Feb 2015 | $145.1M | $110.4M | $34.7M | 6 | 200 |
| Jun 2014 | $128.1M | $78.8M | $49.3M | 6 | 200 |
| Mar 2014 | $128.1M | $78.8M | $49.3M | 1 | 200 |
| Feb 2013 | $96.4M | $30.6M | $65.8M | 1 | 200 |
| Mar 2012 | $92.7M | $23.1M | $69.6M | 1 | 200 |
| Mar 2011 | $61.8M | $0 | $61.8M | 5 | -- |
| Feb 2011 | $61.8M | $0 | $61.8M | 5 | -- |
| Mar 2010 | $55M | $0 | $55M | 5 | -- |
| Sep 2008 | $45M | $0 | $45M | 5 | -- |
| Sep 2008 | $45M | $0 | $45M | 5 | -- |
| Sep 2008 | $45M | $0 | $45M | 5 | -- |
| Sep 2007 | $41M | $0 | $41M | 5 | -- |
| Sep 2007 | $38.4M | $0 | $38.4M | 5 | -- |
| May 2007 | $38.4M | $0 | $38.4M | 5 | -- |
| May 2007 | $38.4M | $0 | $38.4M | 5 | -- |
DateOct 2022
Total AUM$443.8M
Discretionary$404.6M
Non-Disc.$39.1M
Employees7
Clients24
DateFeb 2022
Total AUM$443.8M
Discretionary$404.6M
Non-Disc.$39.1M
Employees7
Clients24
DateJan 2022
Total AUM$374.7M
Discretionary$329.2M
Non-Disc.$45.5M
Employees8
Clients10
DateJan 2022
Total AUM$374.7M
Discretionary$329.2M
Non-Disc.$45.5M
Employees8
Clients10
DateOct 2021
Total AUM$374.7M
Discretionary$329.2M
Non-Disc.$45.5M
Employees8
Clients10
DateMar 2021
Total AUM$374.7M
Discretionary$329.2M
Non-Disc.$45.5M
Employees8
Clients10
DateJun 2020
Total AUM$343.2M
Discretionary$301.8M
Non-Disc.$41.4M
Employees8
Clients0
DateMar 2020
Total AUM$343.2M
Discretionary$301.8M
Non-Disc.$41.4M
Employees8
Clients0
DateJan 2020
Total AUM$269.7M
Discretionary$226.6M
Non-Disc.$43.2M
Employees9
Clients76
DateMar 2019
Total AUM$269.7M
Discretionary$226.6M
Non-Disc.$43.2M
Employees9
Clients76
DateJul 2018
Total AUM$256.2M
Discretionary$205.3M
Non-Disc.$51M
Employees8
Clients0
DateApr 2018
Total AUM$256.2M
Discretionary$205.3M
Non-Disc.$51M
Employees8
Clients0
DateMar 2018
Total AUM$256.2M
Discretionary$205.3M
Non-Disc.$51M
Employees8
Clients0
DateApr 2017
Total AUM$204M
Discretionary$167.4M
Non-Disc.$36.6M
Employees8
Clients300
DateMar 2017
Total AUM$204M
Discretionary$167.4M
Non-Disc.$36.6M
Employees8
Clients300
DateJul 2016
Total AUM$167.5M
Discretionary$135.8M
Non-Disc.$31.7M
Employees7
Clients200
DateMay 2016
Total AUM$167.5M
Discretionary$135.8M
Non-Disc.$31.7M
Employees7
Clients200
DateFeb 2016
Total AUM$167.5M
Discretionary$135.8M
Non-Disc.$31.7M
Employees7
Clients200
DateFeb 2016
Total AUM$167.5M
Discretionary$135.8M
Non-Disc.$31.7M
Employees7
Clients200
DateFeb 2015
Total AUM$145.1M
Discretionary$110.4M
Non-Disc.$34.7M
Employees6
Clients200
DateJun 2014
Total AUM$128.1M
Discretionary$78.8M
Non-Disc.$49.3M
Employees6
Clients200
DateMar 2014
Total AUM$128.1M
Discretionary$78.8M
Non-Disc.$49.3M
Employees1
Clients200
DateFeb 2013
Total AUM$96.4M
Discretionary$30.6M
Non-Disc.$65.8M
Employees1
Clients200
DateMar 2012
Total AUM$92.7M
Discretionary$23.1M
Non-Disc.$69.6M
Employees1
Clients200
DateMar 2011
Total AUM$61.8M
Discretionary$0
Non-Disc.$61.8M
Employees5
Clients--
DateFeb 2011
Total AUM$61.8M
Discretionary$0
Non-Disc.$61.8M
Employees5
Clients--
DateMar 2010
Total AUM$55M
Discretionary$0
Non-Disc.$55M
Employees5
Clients--
DateSep 2008
Total AUM$45M
Discretionary$0
Non-Disc.$45M
Employees5
Clients--
DateSep 2008
Total AUM$45M
Discretionary$0
Non-Disc.$45M
Employees5
Clients--
DateSep 2008
Total AUM$45M
Discretionary$0
Non-Disc.$45M
Employees5
Clients--
DateSep 2007
Total AUM$41M
Discretionary$0
Non-Disc.$41M
Employees5
Clients--
DateSep 2007
Total AUM$38.4M
Discretionary$0
Non-Disc.$38.4M
Employees5
Clients--
DateMay 2007
Total AUM$38.4M
Discretionary$0
Non-Disc.$38.4M
Employees5
Clients--
DateMay 2007
Total AUM$38.4M
Discretionary$0
Non-Disc.$38.4M
Employees5
Clients--