Source Financial Advisors, LLC
Source Financial Advisors, LLC (CRD# 164825) is a financial advisory firm headquartered in New York, NY. They manage $519,475,702 in 452 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Source Financial Advisors, LLC
By the Numbers
-
Total Assets Under Management519MILLION
-
Total Number of Accounts452ACCOUNTS
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Average Account Value$1,149,283
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT, NY, OH, TX
Financial Advisors at Source Financial Advisors, LLC
1
Michelle Smith (CRD# 1588779) is an Investment Advisor Representative working at Source Financial Advisors, LLC in New York, NY and has over 35 years of experience in the finance industry.
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