Your Source Financial
Your Source Financial (CRD# 109409) is a financial advisory firm headquartered in Phoenix, AZ. They manage $281,415,812 in 544 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management281MILLION
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Total Number of Accounts544ACCOUNTS
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Average Account Value$517,308
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, FL, TX
Financial Advisors at Your Source Financial
No Advisor Found.
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