Resource Financial Group, Ltd.

Resource Financial Group, Ltd. (CRD# 119833) is a financial advisory firm headquartered in Wilmette, IL. They manage $142,813,441 in 446 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    143
    MILLION
  • Total Number of Accounts
    446
    ACCOUNTS
  • Average Account Value
    $320,210
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Resource Financial Group, Ltd.
Showing 1 - 1 of 1 top financial advisors.
1
Peter M. Maris
CRD#: 2177794
1000 Skokie Blvd.. Suite 525, Wilmette, IL 60091
83
Wealthminder
score

Peter Maris (CRD# 2177794) is an Investment Advisor Representative working at Resource Financial Group, Ltd. in Wilmette, IL and has over 25 years of experience in the finance industry.

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