Resources Management Corp

Resources Management Corp (CRD# 104674) is a financial advisory firm headquartered in West Hartford, CT. They manage $639,994,000 in 680 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    640
    MILLION
  • Total Number of Accounts
    680
    ACCOUNTS
  • Average Account Value
    $941,168
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
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.

CA, CT, FL, MA, NH, VT

Financial Advisors at Resources Management Corp
Showing 1 - 8 of 8 top financial advisors.
1
Michael W. Herlihy
CRD#: 2220862
2 Batterson Park Road, Farmington, CT 06032
93
Wealthminder
score

Michael Herlihy (CRD# 2220862) is an Investment Advisor Representative working at Resources Management Corp in Farmington, CT and has over 18 years of experience in the finance industry.

2
Kathryn R. Hutcheson
CRD#: 1190556
Corporate Center West - Suite 200, 433 South Main Street, West Hartford, CT 06110
93
Wealthminder
score

Kathryn Hutcheson (CRD# 1190556) is an Investment Advisor Representative working at Resources Management Corp in West Hartford, CT and has over 10 years of experience in the finance industry.

3
William F. Weaver
CRD#: 5899168
Corporate Center West - Suite 200, 433 South Main Street, West Hartford, CT 06110
93
Wealthminder
score

William Weaver (CRD# 5899168) is an Investment Advisor Representative working at Resources Management Corp in West Hartford, CT and has over 5 years of experience in the finance industry.

4
Diane E. Johnstone
CRD#: 1297936
9 Bryan Plaza, Washington Depot, CT 06794
88
Wealthminder
score

Diane Johnstone (CRD# 1297936) is an Investment Advisor Representative working at Resources Management Corp in Washington Depot, CT and has over 2 years of experience in the finance industry.

5
Thomas P. Fuller
CRD#: 4332558
2 Batterson Park Rd, Farmington, CT 06032
87
Wealthminder
score

Thomas Fuller (CRD# 4332558) is an Investment Advisor Representative working at Resources Management Corp in Farmington, CT and has 1 year of experience in the finance industry.

6
Frank M. Loehmann
CRD#: 4332520
2 Batterson Park Rd, Farmington, CT 06032
87
Wealthminder
score

Frank Loehmann (CRD# 4332520) is an Investment Advisor Representative working at Resources Management Corp in Farmington, CT and has 1 year of experience in the finance industry.

7
Guy A. Peterson
CRD#: 4357788
9 Bryan Plaza, Washington Depot, CT 06794
87
Wealthminder
score

Guy Peterson (CRD# 4357788) is an Investment Advisor Representative working at Resources Management Corp in Washington Depot, CT and has 1 year of experience in the finance industry.

8
Matthew B. Terzian
CRD#: 5672083
9 Bryan Plaza, Washington Depot, CT 06794
78
Wealthminder
score

Matthew Terzian (CRD# 5672083) is an Investment Advisor Representative working at Resources Management Corp in Washington Depot, CT and has 1 year of experience in the finance industry. Matthew Terzian has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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