Creative Planning Acquires Resource Management Llc
04/05/22, 1:35 PM
Industry
financial services
Resource Management LLC (Resource Management) has joined forces with Creative Planning LLC, one of the largest Registered Investment Advisers ("RIA") in the country. Resource Management, which has 1.9 billion in AUM, is a fee-only, advisory firm which specializes in financial planning, family enterprise advising, and asset management for families and businesses worldwide. Since its inception in 1974, Resource Management has been a pioneer regarding its business planning and wealth management services.
Company Info
Company info
Creative Planning, LLC is an independent wealth management firm that provides a financial planning led investment management approach, retirement planning, estate planning, trust services, tax advice and family office services for individuals as well as 401(k) and institutional money management. Creative Planning manages over $100 billion in assets across all 50 states and 65 countries, as of November 3, 2021.