1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2THE SORCE FINANCIAL GROUP, INC

Map pinERIE, PA
Phone814-459-1116
NotebookSEC #801-48885
Total AUM
$101.4M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
235 W. 6TH STREET
ERIE
PA 16507
USA
Operating Hours
8-6
Monday - Friday
Phone
814-459-1116

ReceiptFinancials

Total AUM
$101.4M
Accounts
631
Discretionary
$0
Accounts
0
Non-Discretionary
$101.4M
Accounts
631

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMAPATX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

Feature requires an account