Successful Resource Management, Ltd.
Successful Resource Management, Ltd. (CRD# 110317) is a financial advisory firm headquartered in Johnston, IA. They manage $29,332,097 in 190 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Successful Resource Management, Ltd.
By the Numbers
-
Total Assets Under Management29MILLION
-
Total Number of Accounts190ACCOUNTS
-
Average Account Value$154,379
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IA, MO, TX
Financial Advisors at Successful Resource Management, Ltd.
1
Jayme Bresnahan (CRD# 5422040) is an Investment Advisor Representative working at Successful Resource Management, Ltd. in Johnston, IA and has over 16 years of experience in the finance industry.
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