FINANCIAL RESOURCES GROUP, LLC

FINANCIAL RESOURCES GROUP, LLC of GLASTONBURY, CT is an SEC-registered investment adviser (CRD 293380). Regulatory assets under management: $89.3M.

Registration

• CRD: 293380
• Type: Registered investment adviser
• Location: 116 OAK STREET, GLASTONBURY, CT, 06033
• Phone: 860-657-8380
• Latest filing: 2026-02-26
• Regulatory AUM: $89.3M
• Discretionary AUM: $84.8M
• Non-discretionary AUM: $4.5M
• Clients: 3
• Accounts: 430

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 293380 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search