# FINANCIAL RESOURCE MANAGEMENT, INC.

FINANCIAL RESOURCE MANAGEMENT, INC. of MEMPHIS, TN is an SEC-registered investment adviser.

## Registration

- CRD: 148305
- Type: SEC-registered investment adviser
- SEC file number: 801-69630
- Location: 775 RIDGE LAKE BLVD, SUITE 150, MEMPHIS, TN, 38120
- Phone: 901-767-5755
- Latest filing: 2012-04-20
- Regulatory AUM: $76.3M
- Discretionary AUM: $76.3M
- Clients: 6
- Accounts: 568

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Stuart Lee | CHIEF COMPLIANCE OFFICER | Toronto, A6 |
| GREENE JERRY LEE | SECRETARY | — |
| FRATESI ROBERT JOSEPH | VICE-PRESIDENT; VICE-PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| JOHNSTON JAMES KEVIN | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/148305/brochure
- Similar advisers: https://search.stillhousedata.com/firm/148305/similar
- Related entities: https://search.stillhousedata.com/firm/148305/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/148305

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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.