Open Source Investments, LLC
Open Source Investments, LLC (CRD# 287501) is a financial advisory firm headquartered in , . They manage $104,366,017 in 581 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Open Source Investments, LLC
By the Numbers
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Total Assets Under Management104MILLION
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Total Number of Accounts581ACCOUNTS
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Average Account Value$179,632
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA, MS, TX
Financial Advisors at Open Source Investments, LLC
1
Scott Capace (CRD# 2962585) is an Investment Advisor Representative working at Open Source Investments, LLC in Mandeville, LA and has over 25 years of experience in the finance industry.
2
Joseph Zinsel (CRD# 5062873) is an Investment Advisor Representative working at Open Source Investments, LLC in Mandeville, LA and has over 14 years of experience in the finance industry.
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