THE FINANCIAL RESOURCE CENTER, INC.
Legal name: THE FINANCIAL RESOURCE CENTER
CRD #316747 SEC #801-122673 CARMEL, IN 317-871-8571
SEC Registered
Total AUM
$407.2M
Discretionary
$0
Employees
5
Clients
0
Accounts
361
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $407.2M | $0 | $407.2M | 5 | 0 |
| Jul 2024 | $343.4M | $0 | $343.4M | 5 | 0 |
| Jun 2024 | $343.4M | $0 | $343.4M | 5 | 0 |
| Mar 2024 | $343.4M | $0 | $343.4M | 5 | 0 |
| Dec 2023 | $311.5M | $0 | $311.5M | 6 | 0 |
| Sep 2023 | $311.5M | $0 | $311.5M | 6 | 0 |
| Mar 2023 | $311.5M | $0 | $311.5M | 6 | 0 |
| Mar 2023 | $311.5M | $0 | $311.5M | 6 | 0 |
| Mar 2023 | $311.5M | $0 | $311.5M | 6 | 0 |
| Aug 2022 | $304.6M | $0 | $304.6M | 9 | 0 |
| Mar 2022 | $67.1M | $0 | $67.1M | 9 | 0 |
| Jan 2022 | $0 | $0 | $0 | 9 | 0 |
| Oct 2021 | $0 | $0 | $0 | 9 | 0 |
DateMar 2025
Total AUM$407.2M
Discretionary$0
Non-Disc.$407.2M
Employees5
Clients0
DateJul 2024
Total AUM$343.4M
Discretionary$0
Non-Disc.$343.4M
Employees5
Clients0
DateJun 2024
Total AUM$343.4M
Discretionary$0
Non-Disc.$343.4M
Employees5
Clients0
DateMar 2024
Total AUM$343.4M
Discretionary$0
Non-Disc.$343.4M
Employees5
Clients0
DateDec 2023
Total AUM$311.5M
Discretionary$0
Non-Disc.$311.5M
Employees6
Clients0
DateSep 2023
Total AUM$311.5M
Discretionary$0
Non-Disc.$311.5M
Employees6
Clients0
DateMar 2023
Total AUM$311.5M
Discretionary$0
Non-Disc.$311.5M
Employees6
Clients0
DateMar 2023
Total AUM$311.5M
Discretionary$0
Non-Disc.$311.5M
Employees6
Clients0
DateMar 2023
Total AUM$311.5M
Discretionary$0
Non-Disc.$311.5M
Employees6
Clients0
DateAug 2022
Total AUM$304.6M
Discretionary$0
Non-Disc.$304.6M
Employees9
Clients0
DateMar 2022
Total AUM$67.1M
Discretionary$0
Non-Disc.$67.1M
Employees9
Clients0
DateJan 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateOct 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0