One Source Advisory Services, LLC

One Source Advisory Services, LLC (CRD# 150312) is a financial advisory firm headquartered in Atlanta, GA. They manage $19,955,116 in 102 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
260 Peachtree Street Nw, Suite 2200, Atlanta, GA 30303
https://www.onesourceadvisor.com
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    102
    ACCOUNTS
  • Average Account Value
    $195,638
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at One Source Advisory Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Erwin Matthews, financial advisor Atlanta GA
Erwin M. Matthews
CRD#: 2455848
260 Peachtree Street Nw, Suite 2200, Atlanta, GA 30303

Erwin Matthews (CRD# 2455848) is an Investment Advisor Representative working at One Source Advisory Services, LLC in Atlanta, GA and has over 29 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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