# RESOURCE FINANCIAL GROUP, LTD.

RESOURCE FINANCIAL GROUP, LTD. of WILMETTE, IL is an SEC-registered investment adviser.

## Registration

- CRD: 119833
- Type: SEC-registered investment adviser
- SEC file number: 801-66619
- Location: 1000 SKOKIE BLVD., WILMETTE, IL, 60091
- Phone: 847-256-7495
- Latest filing: 2026-03-28
- Regulatory AUM: $637.4M
- Discretionary AUM: $480.8M
- Non-discretionary AUM: $156.6M
- Clients: 8
- Accounts: 934

## Business model

- Compensation: % of AUM, Hourly, Fixed, Commissions
- Clients served: Individuals, High net worth

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Peter Michael Maris | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| Brian Anthony Pugal | CO-OWNER | — |
| MARIS PETER MICHAEL | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| PUGAL BRIAN ANTHONY | CO-OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/119833/brochure
- Similar advisers: https://search.stillhousedata.com/firm/119833/similar
- Related entities: https://search.stillhousedata.com/firm/119833/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/119833

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.