This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Jackson National Life · Lincoln Financial
- Clients
- Retail
- Platforms
- MatrixVital vertex
- Established Date
- 09-04-2018
- Office Locations
- 1
Office Locations
About Financial Resources Group, LLC
Financial Resources Group, LLC is a Glastonbury, CT advisory firm providing personalized financial and retirement planning with proactive tax planning and wealth-protection strategies, including titling and legal alignment to reduce risk and avoid probate surprises. The practice serves individuals and families such as retirees and business owners, and builds portfolios using public funds and ETFs. Custody through Charles Schwab.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MARK A. PAPPA
Chief Compliance Officer, Chief Investment Officer, Financial Advisor, Managing Member
- CRD
- #2936364
- Ownership
- 75% or more
RICHARD R RAKE
Chief Compliance Officer, Managing Member, President
- CRD
- #841223
- Ownership
- 75% or more
Showing 2 of 2 owners & executives
Unlock allContacts
Nicholas Edward Broska
--
- CRD
- #8197716
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $84,823,191 | -- |
| Non-Discretionary | $4,471,195 | -- |
| Total | $89,294,386 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $89,294,386
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,647,764,195 | 24.6% |
| Equity - Exchange | $2,183,622,470 | 32.6% |
| Cash | $2,866,841,771 | 42.8% |
| Total | $6,698,228,436 | 100.0% |