SUCCESSFUL RESOURCE MANAGEMENT, LTD.

SUCCESSFUL RESOURCE MANAGEMENT, LTD. of JOHNSTON, IA is an SEC-registered investment adviser (CRD 110317). Regulatory assets under management: $43.3M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (14)

NameRoleLocation
PETERS LOUIS WILLIAMVICE PRESIDENT
VRIEZE TERRY ARTHURPRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER
VRIEZE GERRIT WILLIAMVICE PRESIDENT
PODDAR AMITASST. VICE PRESIDENT
OCONNOR JOHN FRANCISREPRESENTATIVE
MACDOUGALL ROBERT SCOTTREPRESENTATIVE
KEENAN KATHLEEN PATRICIAREPRESENTATIVE
WHELAN KYLE BAIRDVICE PRESIDENT
FLANAGAN LARRY DOYLEVICE PRESIDENT
FLANAGAN MARY JANETVICE PRESIDENT
CLARK THOMAS RALPHVICE PRESIDENT
TERRY CHAD WESLEYVICE PRESIDENT
KOTH SARAH LYNNVICE PRESIDENT
SHAW JASON WAYNEVICE PRESIDENT

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