Resch Financial Group
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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