Successful Resources Management Ltd is a large advisory firm based in Des Moines. It manages $40.38 million of regulatory assets for 464 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, Arkansas, Colorado, and 15 other states.
Successful Resources Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Successful Resources Management Ltd is $40.38 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Successful Resources Management Ltd for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Terry Arthur Vrieze has been acting as President since 1 Oct 1987. Terry Ray Blythe joined the executive team most recently as the Vicr President.
The principal office where Successful Resources Management Ltd performs its advisory services is located at 1201 63 Rd Street, Des Moines, IA 50311, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 515-279-1400 or by fax 515-274-0990. The normal business hours are 8:00 a.m.-5:00 p.m. june-august 8:00 a.m.-4:30 p.m on Monday - Friday. You can find more information about the New York firm at srmltd.com.