Financial Resources Consultants Inc is an adviser based in Parker. It manages $20.74 million of regulatory assets for 102 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Colorado, Florida, Michigan, and North Carolina.
Financial Resources Consultants provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Financial Resources Consultants Inc is $20.74 million. The firm's AUM has gone down by -62% 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 Financial Resources Consultants Inc for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Gary Earle Mitchell has been acting as President since 1 Jun 1983. Martin William Dews joined the executive team most recently as the Vice President.
The principal office where Financial Resources Consultants Inc performs its advisory services is located at 5340 Pinyon Jay Road, Parker, CO 80134 2728, 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 303-841-7069 or by fax 303-841-1249. The normal business hours are 7:30 am 4:00 pm on Monday - Friday. You can find more information about the New York firm at frcservices.com.