Allsource Financial Management, LLC

Allsource Financial Management, LLC (CRD# 157661) is a financial advisory firm headquartered in Annapolis, MD. They manage $3,279,591 in 25 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $131,184
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MD

Financial Advisors at Allsource Financial Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Gordana Schifanelli
CRD#: 4129312
2450 Riva Rd., Suite 201, Annapolis, MD 21401
73
Wealthminder
score

Gordana Schifanelli (CRD# 4129312) is an Investment Advisor Representative working at Allsource Financial Management, LLC in Annapolis, MD and has over 16 years of experience in the finance industry.

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