Be advised. This firm is no longer registered.

Source Exchange Traded Investments LLC

Source Exchange Traded Investments LLC (CRD# 172572) is a financial advisory firm headquartered in New York, NY. They manage $38,404,955 in 1 accounts and serve the financial needs of clients across 0 states (or territories).

Current Firm Details
125 Park Avenue, 25th Floor, New York, NY 10017
By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $38,404,955
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

Financial Advisors at Source Exchange Traded Investments LLC
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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