Be advised. This firm is no longer registered.

Source Capital Group, Inc.

Source Capital Group, Inc. (CRD# 36719) is a financial advisory firm headquartered in Westport, CT. They manage $106,027,333 in 281 accounts and serve the financial needs of clients across 24 states (or territories).

Current Firm Details
276 Post Road West, Westport, CT 06880
http://www.sourcegrp.com
By the Numbers
  • Total Assets Under Management
    106
    MILLION
  • Total Number of Accounts
    281
    ACCOUNTS
  • Average Account Value
    $377,321
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
  • Other
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.

AR, AZ, CA, CO, CT, FL, GA, LA, MA, MI, MN, NC, NH, NJ, NV, NY, OR, PA, RI, SD, TX, UT, VA, WA

Financial Advisors at Source Capital Group, Inc.
No Advisor Found.

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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