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
By the Numbers
  • Total Assets Under Management
    104
    MILLION
  • Total Number of Accounts
    581
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

LA, MS, TX

Financial Advisors at Open Source Investments, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Scott M. Capace
CRD#: 2962585
Mandeville, LA

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 G. Zinsel
CRD#: 5062873
Mandeville, LA

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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