FINANCIAL RESOURCES GROUP.COM LLC
Legal name: FRG FAMILY WEALTH ADVISORS
CRD #282542 SEC #801-107191 BELLEVUE, WA 425-453-4122
SEC Registered
Total AUM
$740.9M
Discretionary
$313.5M
Employees
5
Clients
0
Accounts
667
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $740.9M | $313.5M | $427.4M | 5 | 0 |
| Mar 2025 | $740.9M | $313.5M | $427.4M | 5 | 0 |
| Mar 2024 | $666.5M | $286.8M | $379.7M | 4 | 0 |
| Mar 2023 | $566.9M | $245.4M | $321.4M | 4 | 0 |
| Mar 2022 | $685.1M | $298.5M | $386.6M | 4 | 0 |
| Mar 2021 | $609.4M | $243.7M | $365.7M | 4 | 0 |
| Oct 2020 | $550.3M | $222.7M | $327.6M | 4 | 0 |
| Mar 2020 | $550.3M | $222.7M | $327.6M | 5 | 0 |
| Mar 2019 | $464.8M | $175.7M | $289.1M | 5 | 0 |
| Apr 2018 | $434M | $162.5M | $271.5M | 5 | 75 |
| Mar 2018 | $434M | $162.5M | $271.5M | 5 | 75 |
| Mar 2018 | $507.8M | $143.8M | $364M | 5 | 0 |
| Dec 2017 | $507.8M | $143.8M | $364M | 5 | 0 |
| Mar 2017 | $409.8M | $0 | $409.8M | 5 | 100 |
| Jun 2016 | $396.5M | $0 | $396.5M | 5 | 26 |
| Mar 2016 | $396.5M | $0 | $396.5M | 5 | 26 |
| Jan 2016 | $388.3M | $0 | $388.3M | 5 | 26 |
| Jan 2016 | $388.3M | $0 | $388.3M | 5 | 26 |
DateNov 2025
Total AUM$740.9M
Discretionary$313.5M
Non-Disc.$427.4M
Employees5
Clients0
DateMar 2025
Total AUM$740.9M
Discretionary$313.5M
Non-Disc.$427.4M
Employees5
Clients0
DateMar 2024
Total AUM$666.5M
Discretionary$286.8M
Non-Disc.$379.7M
Employees4
Clients0
DateMar 2023
Total AUM$566.9M
Discretionary$245.4M
Non-Disc.$321.4M
Employees4
Clients0
DateMar 2022
Total AUM$685.1M
Discretionary$298.5M
Non-Disc.$386.6M
Employees4
Clients0
DateMar 2021
Total AUM$609.4M
Discretionary$243.7M
Non-Disc.$365.7M
Employees4
Clients0
DateOct 2020
Total AUM$550.3M
Discretionary$222.7M
Non-Disc.$327.6M
Employees4
Clients0
DateMar 2020
Total AUM$550.3M
Discretionary$222.7M
Non-Disc.$327.6M
Employees5
Clients0
DateMar 2019
Total AUM$464.8M
Discretionary$175.7M
Non-Disc.$289.1M
Employees5
Clients0
DateApr 2018
Total AUM$434M
Discretionary$162.5M
Non-Disc.$271.5M
Employees5
Clients75
DateMar 2018
Total AUM$434M
Discretionary$162.5M
Non-Disc.$271.5M
Employees5
Clients75
DateMar 2018
Total AUM$507.8M
Discretionary$143.8M
Non-Disc.$364M
Employees5
Clients0
DateDec 2017
Total AUM$507.8M
Discretionary$143.8M
Non-Disc.$364M
Employees5
Clients0
DateMar 2017
Total AUM$409.8M
Discretionary$0
Non-Disc.$409.8M
Employees5
Clients100
DateJun 2016
Total AUM$396.5M
Discretionary$0
Non-Disc.$396.5M
Employees5
Clients26
DateMar 2016
Total AUM$396.5M
Discretionary$0
Non-Disc.$396.5M
Employees5
Clients26
DateJan 2016
Total AUM$388.3M
Discretionary$0
Non-Disc.$388.3M
Employees5
Clients26
DateJan 2016
Total AUM$388.3M
Discretionary$0
Non-Disc.$388.3M
Employees5
Clients26