This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

former SEC adviserderivedabsent from the latest SEC roster

Regulatory AUM

$2.8MItem 5.F on the latest filing (2016-11-29); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$2.8M

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

45

Advisory employees

28

Accounts

1

Custody, client assets

$270,137

SEC number

801-108641

CRD

285687

Filings on the tape

3

First filed

Nov 3, 2016

Latest filed

Nov 29, 2016

Organised

Limited Liability Company, Delaware

• Occurred

  Nov 3, 2016
  First Form ADV filing

  Resource Reit Advisor, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:589f29a5-0a47-deaf-9ad8-d9564936b8ce

First observed

Nov 3, 2016

Last observed

Nov 29, 2016 119 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.