Resource Consulting Group Inc (Orlando)
Resource Consulting Group Inc is a large advisory firm based in Orlando. It manages $1.76 billion of regulatory assets for 2,190 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Georgia, and 3 other states.
Resource Consulting Group provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
Resource Consulting Group: assets under management
The assets under management (AUM) of Resource Consulting Group Inc is $1.76 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 438% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Investments
The firm invests in investment and business development companies the most. They account for 97% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 2% of the firm’s portfolio. Investments in exchange traded securities form 1% of the total invested assets.Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Resource Consulting Group Inc for their services and products based on a percentage of assets under management and fixed fees. 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.
What kind of clients Kimberly Ann Sterling serves?
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Kimberly Ann Sterling is high net worth individuals with 337 clients and $1.61 billion of assets under management. Among the 12 most similar advisory firms, Resource Consulting Group has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $1.71 billion for 459 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Resource Consulting Group doesn't advise any private funds.
Careers at Resource Consulting Group Inc
The company employs 24 people that are either part- or full-time employees. 63 percent of the employees work as investment advisers or researchers. 15 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Resource Consulting Group Inc is owned by Stephen Edward Mackall. Kimberly Ann Sterling has been acting as President since 1 Jan 2007. Linda Emilia Palonen joined the executive team most recently as the Shareholder.
Direct owners and executive officers
Based in Orlando
The principal office where Resource Consulting Group Inc performs its advisory services is located at 301 E. Pine Street, Suite 600, Orlando, FL 32801 The mailing address of the firm is P. O. Box 4930, Orlando, FL 32802 4930. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 407-422-0252 or by fax 407-649-8795. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at resourceconsulting.com.
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