The Resource Group Asset And Trust Managers

The Resource Group Asset And Trust Managers (CRD# 120243) is a financial advisory firm headquartered in Palm Desert, CA. They manage $47,303,992 in 106 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    47
    MILLION
  • Total Number of Accounts
    106
    ACCOUNTS
  • Average Account Value
    $446,264
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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.

CA

Financial Advisors at The Resource Group Asset And Trust Managers
Showing 1 - 2 of 2 top financial advisors.
1
Maria S. Kiner
CRD#: 4880037
78-000 Fred Waring Drive, Suite 204, Palm Desert, CA 92211
96
Wealthminder
score

Maria Kiner (CRD# 4880037) is an Investment Advisor Representative working at The Resource Group Asset And Trust Managers in Palm Desert, CA and has over 12 years of experience in the finance industry. Maria Kiner 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.

2
Michele M. Moore
CRD#: 720820
78-000 Fred Waring Drive, Suite 204, Palm Desert, CA 92211
67
Wealthminder
score

Michele Moore (CRD# 720820) is an Investment Advisor Representative working at The Resource Group Asset And Trust Managers in Palm Desert, CA and has 1 year of experience in the finance industry.

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