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 - 1 of 1 top financial advisors.
1
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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