CRD: 122779
Financial Planning RESOURCES,LLC
St.charles, IL
6305871341
$2.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
27 yrs Firm Age
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- Custodian
- --
- Clients
- --
- Platforms
- --
- Established Date
- 09-09-1998
- Office Locations
- 1
Office Locations
-- St. Charles IL
About Financial Planning RESOURCES,LLC
Financial Planning RESOURCES,LLC is a St.charles-based RIA. The firm has been operating for 27 years. Managing $2.0M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$2.0M AVG AUM / ADVISOR
$181.8K AVG AUM / CLIENT
27.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
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Owner & Executives
R
RONALD L ASSELBORN
President
- CRD
- #3109388
- Ownership
- 75% or more
(736) 278-8889
focus.value@capitalcapital.com
in linkedin.com/in/timber-north
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $2,000,000 | -- |
| Total | $2,000,000 | -- |
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