Pmsource LLC (CRD# 151564) is a financial advisory firm headquartered in Marlton, NJ. They manage $1,910,896 in 6 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts6ACCOUNTS
Average Account Value$318,483
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
Richard Defreitas (CRD# 4941472) is an Investment Advisor Representative working at Pmsource LLC in Marlton, NJ and has over 8 years of experience in the finance industry.