Overview
Assets Under Management: $114 million
High-Net-Worth Clients: 2
Average Client Assets: $57 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $57 million
Total Client Accounts: 599
Discretionary Accounts: 599
Regulatory Filings
CRD Number: 287501
Filing ID: 1946942
Last Filing Date: 2025-03-06 12:09:00
Website: https://opensourceinvestments.com