Successful Resources Management Ltd (Des Moines)

Name: Successful Resources Management Ltd
Address: 1201 63 Rd Street, Des Moines, IA, 50311
Telephone: 515-279-1400

Successful Resources Management Ltd is a large advisory firm based in Des Moines. It manages $40.38 million of regulatory assets for 464 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, Arkansas, Colorado, and 15 other states.

Successful Resources Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Successful Resources Management: assets under management

The assets under management (AUM) of Successful Resources Management Ltd is $40.38 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $40.38 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $87.03 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Successful Resources Management Ltd for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Successful Resources Management Ltd

Terry Arthur Vrieze has been acting as President since 1 Oct 1987. Terry Ray Blythe joined the executive team most recently as the Vicr President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Terry Arthur Vrieze	President	1 Oct 1987	75% - 100%	455952
Kyle Baird Whelan	Vice president	1 Jun 1996	Other	xxx-xx-xxxx
Larry Doyle Flanagan	Vice president	1 Aug 2000	Other	xxx-xx-xxxx
Thomas Ralph Clark	Vice president	1 Aug 2000	Other	xxx-xx-xxxx
Ronald Francis Gottl Ii	Vice president	1 Aug 2000	Other	xxx-xx-xxxx
Terry Ray Blythe	Vicr president	1 Jan 2001	Other	xxx-xx-xxxx

Based in Des Moines

The principal office where Successful Resources Management Ltd performs its advisory services is located at 1201 63 Rd Street, Des Moines, IA 50311, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 515-279-1400 or by fax 515-274-0990. The normal business hours are 8:00 a.m.-5:00 p.m. june-august 8:00 a.m.-4:30 p.m on Monday - Friday. You can find more information about the New York firm at srmltd.com.