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Building 2OPEN SOURCE INVESTMENTS, LLC

Map pin
Phone985-231-0808
NotebookSEC #801-124704
Total AUM
$130.7M
Employees
2
Clients
239

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
985-231-0808

ReceiptFinancials

Total AUM
$130.7M
Accounts
612
Discretionary
$130.7M
Accounts
612
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
239
AUM
$130.7M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LAMSTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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