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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-24-2016
- Office Locations
- 1
Office Locations
About Resilient Asset Management
Resilient Asset Management is a fee-only financial planning and investment management RIA serving senior military households (including those in transition) and small business owners. The firm delivers virtual, all-aspect planning across estate, tax, risk, cash flow, and investments, with an ETF-heavy portfolio approach. Schwab is a primary custodian, and the team includes a CFP professional with media citations (e.g., CNBC).
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Christopher David Flis
Chief Compliance Officer, Founder, Managing Member, President
- CRD
- #6617504
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $73,507,622 | -- |
| Non-Discretionary | $0 | -- |
| Total | $73,507,622 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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