Resch Financial Group

RIAState Registered
Total AUM
$12.2M
Discretionary
$12.2M
100% of AUM
Avg account
$434K
Accounts
28
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
328873
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Resch Financial Group is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and charges fees based on a percentage of assets under management. Its core advisory activity is portfolio management for individuals and small businesses. Resch Financial Group does not identify as an active ESG investor, is not a multistate adviser, and does not act as a capital allocator; alternatives exposure is accessed through third‑party managers rather than in‑house sponsor vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth