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RESOURCE CONSULTING GROUP

ORLANDO, FL · CRD 105720 · IAPD ↗ · resourceconsulting.com · 407-422-0252

$2.32BRegulatory AUM
16Advisory reps
22Employees
10Clients
101-250Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
February 2024 — RESOURCE CONSULTING GROUP (ORLANDO, FL) left the SEC roster (was $2.32B RAUM, 16 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.