Insights

Niche Client Base Small team with a Fee-Only model and CPA/CFP credentials positions Resource Management, Inc. to target high-touch, fiduciary financial advisory services for individuals and small businesses seeking objective, transparent advice.

Credit for Growth Revenue is modest but within a range that could scale with expanded services and client acquisition; opportunity to upsell holistic financial planning, investment management, and business owner retirement strategies to increase AUM.

Technology Levers Current tech stack includes modern web and frontend frameworks; leverage digital onboarding, client portal enhancements, and scalable advisory tooling to improve client experience and drive remote client acquisition.

Strategic Partnerships As a Fee-Only CFP-led firm, there is potential to partner with CPA firms, small business service providers, and insurance brokers to cross-sell integrated financial planning and risk management solutions.

Competitive Stance Operating in a competitive landscape with large advisory networks suggests differentiating on fiduciary transparency, personalized service, and niche services for individuals and small businesses to win share from larger incumbents.

Resource Management, Inc. Tech Stack

Resource Management, Inc. uses 6 technology products and services including Webpack, Google Fonts API, RequireJS, and more. Explore Resource Management, Inc.'s tech stack below.

  • Webpack
    Development
  • Google Fonts API
    Font Scripts
  • RequireJS
    Javascript Frameworks
  • TweenMax
    Javascript Frameworks
  • React
    Javascript Frameworks
  • Zepto
    Javascript Libraries

Resource Management, Inc.'s Email Address Formats

Resource Management, Inc. uses at least 1 format(s):
Resource Management, Inc. Email FormatsExamplePercentage
First@rmiadvisors.comJohn@rmiadvisors.com
92%
First.Last@rmiadvisors.comJohn.Doe@rmiadvisors.com
8%

Frequently Asked Questions

What is Resource Management, Inc.'s phone number?

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You can contact Resource Management, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Resource Management, Inc.'s official website and social media links?

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Resource Management, Inc.'s official website is rmiadvisors.com and has social profiles on LinkedIn.

How much revenue does Resource Management, Inc. generate?

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As of July 2026, Resource Management, Inc.'s annual revenue is estimated to be $1M - $10M.

What is Resource Management, Inc.'s SIC code NAICS code?

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Resource Management, Inc.'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Resource Management, Inc. have currently?

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As of July 2026, Resource Management, Inc. has approximately 5 employees across 1 continents, including North America. Key team members include Payroll Manager: K. B.Administrative Assistant: A. M.Logistics Coordinator: E. C.. Explore Resource Management, Inc.'s employee directory with LeadIQ.

What industry does Resource Management, Inc. belong to?

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Resource Management, Inc. operates in the Financial Services industry.

What technology does Resource Management, Inc. use?

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Resource Management, Inc.'s tech stack includes WebpackGoogle Fonts APIRequireJSTweenMaxReactZepto.

What is Resource Management, Inc.'s email format?

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Resource Management, Inc.'s email format typically follows the pattern of First@rmiadvisors.com. Find more Resource Management, Inc. email formats with LeadIQ.
Resource Management, Inc. logo

Resource Management, Inc.

Financial ServicesLouisiana, United States2-10 Employees

Resource Management, Inc. is a financial services firm that offers objective financial and investment guidance to both businesses and individuals worldwide. Operating as a fee-only advisor, the company emphasizes compensation that comes exclusively from clients, aligning with professional standards defined by industry bodies. Based in Metairie, Louisiana, the firm holds professional designations including CPA and CFP, underscoring a commitment to rigorous standards of integrity and competence. With a small professional team, the organization focuses on delivering independent advice that avoids any contingent compensation tied to product sales. The firm serves as a neutral resource for clients seeking guidance across financial planning and investment decisions, spanning a global clientele.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Resource Management, Inc.'s revenue is estimated to be in the range of $1M - $10M

Section iconFunding & Financials

  • $1M - $10M

    Resource Management, Inc.'s revenue is estimated to be in the range of $1M - $10M

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