Src Partners, LP

Src Partners, LP (CRD# 140124) is a financial advisory firm headquartered in Rockwall, TX. They manage $22,983,614 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $7,661,205
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Src Partners, LP
Showing 1 - 2 of 2 top financial advisors.
1
Ray A. Balestri
CRD#: 5738509
2701 Sunset Ridge Drive, Suite 607, Rockwall, TX 75032
93
Wealthminder
score

Ray Balestri (CRD# 5738509) is an Investment Advisor Representative working at Src Partners, LP in Rockwall, TX and has over 7 years of experience in the finance industry.

2
Walter F. Sosnowski
CRD#: 2872494
2701 Sunset Ridge Drive, Suite 607, Rockwall, TX 75032
90
Wealthminder
score

Walter Sosnowski (CRD# 2872494) is an Investment Advisor Representative working at Src Partners, LP in Rockwall, TX and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.