Overview
Assets Under Management: $114 million
Frequently Asked Questions
OPEN SOURCE INVESTMENTS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #287501), OPEN SOURCE INVESTMENTS, LLC is subject to fiduciary duty under federal law.
According to their SEC Form ADV, OPEN SOURCE INVESTMENTS, LLC offers portfolio management for individuals. View all service details ↓
OPEN SOURCE INVESTMENTS, LLC manages $114 million in client assets according to their SEC filing dated March 06, 2025.
According to their SEC Form ADV, OPEN SOURCE INVESTMENTS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
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