Successful Resource Management, Ltd. is an adviser based in Urbandale. It manages $18.1 million of regulatory assets for 340 client accounts. It has been registered with the SEC as an adviser since 2002.
Successful Resource Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Successful Resource Management, Ltd. is $18.1 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -60% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Successful Resource Management, Ltd. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Terry Arthur Vrieze has been acting as President since 1 Oct 1987. Amit Poddar joined the executive team most recently as the Asst. Vice President.
The principal office where Successful Resource Management, Ltd. performs its advisory services is located at 7017 Hickman Road, Urbandale, IA 50322, which is also the mailing address of the firm. An additional office of the firm is in Sherrard, IL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 515-279-1400 or by fax 515-274-0990. The normal business hours are 8:00 a.m. - 4:30 p.m. on Monday - Friday. You can find more information about the New York firm at srmltd.com.