Company Information

Get to know Capital Resource Management, Inc

Capital Resource Management, Inc. (CRMI) is an independent Third Party Administrator (TPA) and consulting firm specializing in the design, implementation, and ongoing administration of qualified retirement plans for businesses. The company's mission is to deliver high-quality, cost-effective, and personalized retirement plan solutions. CRMI works with financial advisors and business owners to manage various plans, including 401(k), 403(b), and Profit Sharing Plans, focusing on ensuring compliance, optimizing plan design, and providing comprehensive administrative support.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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Capital Resource Management, Inc

United States

Founded in

1984 (42 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.