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THE FINANCIAL RESOURCE CENTER

Tel: 317-871-8571
9640 Commerce Drive
Suite 414
Carmel, Indiana  46032

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THE FINANCIAL RESOURCE CENTER

THE FINANCIAL RESOURCE CENTER is a Carmel, Indiana based financial advisory firm with nearly $343,403,789 in assets under management and provides investment advisory services for 343 clients. There are currently 5 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

316747

SEC#:

801-122673

No. of Clients:

343

Assets under Management

$343,403,789

No. of Advisors:

5

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