Allsource Wealth Management, LLC

Allsource Wealth Management, LLC (CRD# 157661) is a financial advisory firm headquartered in Stevensville, MD. They manage $3,500,000 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
103 Wineland Way, Stevensville, MD 21666
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $350,000
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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MD

Financial Advisors at Allsource Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Gordana Schifanelli, financial advisor Stevensville MD
Gordana Schifanelli
CRD#: 4129312
103 Wineland Way, Stevensville, MD 21666

Gordana Schifanelli (CRD# 4129312) is an Investment Advisor Representative working at Allsource Wealth Management, LLC in Stevensville, MD and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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