Overview
Assets Under Management: $213 million
Headquarters: PHOENIX, AZ
High-Net-Worth Clients: 48
Average Client Assets: $3.6 million
Frequently Asked Questions
YOUR SOURCE FINANCIAL 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 #109409), YOUR SOURCE FINANCIAL is subject to fiduciary duty under federal law.
YOUR SOURCE FINANCIAL is headquartered in PHOENIX, AZ.
YOUR SOURCE FINANCIAL serves 48 high-net-worth clients according to their SEC filing dated March 28, 2018. View client details ↓
According to their SEC Form ADV, YOUR SOURCE FINANCIAL offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
YOUR SOURCE FINANCIAL manages $213 million in client assets according to their SEC filing dated March 28, 2018.
According to their SEC Form ADV, YOUR SOURCE FINANCIAL serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.96%
Average Client Assets: $3.6 million
Total Client Accounts: 495
Discretionary Accounts: 431
Non-Discretionary Accounts: 64
Regulatory Filings
CRD Number: 109409
Filing ID: 1197944
Last Filing Date: 2018-03-28 11:05:00