# Resnick Investment Advisors

Resnick Investment Advisors is a Bank / Wealth / Trust based in United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed
- **Website:** resnickadvisors.com

## Regulatory record

- **Reports private funds:** No

## About

Resnick Investment Advisors is a US-based wealth manager with approximately $814 million in assets under management, primarily serving clients in North America.

## Questions

### Is Resnick Investment Advisors a fiduciary?

Yes. As a registered investment advisor in the United States, Resnick Investment Advisors is bound by the Investment Advisers Act of 1940, which imposes a fiduciary duty on the firm in its dealings with clients. This means the firm must act in its clients' best interests, disclose material conflicts of interest, and provide advice that is suitable for each client's specific circumstances.

### How does Resnick Investment Advisors structure its client portfolios?

Resnick structures client portfolios through separately managed accounts. The firm builds allocations across public equities, fixed income instruments, and alternative investments, adjusting the mix according to each client's investment objectives, time horizon, and risk tolerance. The firm's investment committee determines the approved security universe and overarching asset-allocation framework.

### What is Resnick Investment Advisors' regulatory filing history?

Resnick files Form ADV with state securities regulators. These filings disclose the firm's advisory services, fee schedules, disciplinary history, and conflicts of interest. Prospective and current clients can review the firm's most recent Form ADV Part 2A through the SEC's Investment Adviser Public Disclosure website.

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Last updated: 2026-06-03T20:00:00.000Z

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