RIA Intel›Advisers›Indiana›THE FINANCIAL RESOURCE CENTER, INC.

THE FINANCIAL RESOURCE CENTER, INC.

Advisory

N·CARMEL, IN

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM
$642M
1-Year AUM Growth
+10.2%
3-Year CAGR
+3.3%
Employees
4
Assets Under Management
Total AUM$642M
Discretionary AUM$0
Non-Discretionary AUM$642M
Discretionary %0%
Total Clients231
Team
Total Employees4
Investment Advisers5
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record12
First FilingOct 11, 2021
Latest FilingMar 27, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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