Pmsource LLC

Pmsource LLC (CRD# 151564) is a financial advisory firm headquartered in Marlton, NJ. They manage $185,199 in 5 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
10000 Lincoln Drive East, Suite 201, Marlton, NJ 08053
http://www.pmsource.us
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $37,040
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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.

NJ

Financial Advisors at Pmsource LLC
Showing 1 - 1 of 1 top financial advisors.
1
Richard Defreitas, financial advisor Marlton NJ
Richard M. Defreitas
CRD#: 4941472
10000 Lincoln Drive East, Suite 201, Marlton, NJ 08053

Richard Defreitas (CRD# 4941472) is an Investment Advisor Representative working at Pmsource LLC in Marlton, NJ and has over 14 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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