$43.3M Total AUM
$43.3M Disc. AUM
-- 3Y CAGR
2 Employees
111 ADV. Clients
27 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-05-1999
- Office Locations
- 1
Office Locations
5721 Merle HAY Road Suite 14 Johnston IA
About Successful Resource Management, Ltd.
Successful Resource Management, Ltd. is an independent RIA serving individuals and entrepreneurs with practical financial planning and portfolio management, including retirement, tax and estate planning and insurance guidance. Investment implementation emphasizes diversified ETF and mutual fund portfolios. Clients have 24/7 online account access, and the firm supports custody through Charles Schwab.
Team overview
-- AVG AGE
$43.3M AVG AUM / ADVISOR
$390.4K AVG AUM / CLIENT
13.7 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
Available
Available
Available
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Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
JAYME WILLIAM BRESNAHAN
Broker, Chief Compliance Officer, Managing Member
- CRD
- #5422040
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,336,162 | -- |
| Non-Discretionary | $0 | -- |
| Total | $43,336,162 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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