Financial Resources Consultants Inc (Parker)

Name: Financial Resources Consultants Inc
Address: 5340 Pinyon Jay Road, Parker, CO, 80134 2728
Telephone: 303-841-7069

Financial Resources Consultants Inc is an adviser based in Parker. It manages $20.74 million of regulatory assets for 102 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Colorado, Florida, Michigan, and North Carolina.

Financial Resources Consultants provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Financial Resources Consultants: assets under management

The assets under management (AUM) of Financial Resources Consultants Inc is $20.74 million. The firm's AUM has gone down by -62% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $20.11 million in discretionary accounts and $626.51 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $216.23 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $69.61 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Financial Resources Consultants Inc for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Financial Resources Consultants Inc

Gary Earle Mitchell has been acting as President since 1 Jun 1983. Martin William Dews joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gary Earle Mitchell	President	1 Jun 1983	75% - 100%	706688
Martin William Dews	Vice president	1 Jun 2001	Other	4392194

Based in Parker

The principal office where Financial Resources Consultants Inc performs its advisory services is located at 5340 Pinyon Jay Road, Parker, CO 80134 2728, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-841-7069 or by fax 303-841-1249. The normal business hours are 7:30 am 4:00 pm on Monday - Friday. You can find more information about the New York firm at frcservices.com.