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Building 2SOURCE FINANCIAL ADVISORS, LLC

Map pinNEW YORK, NY
Phone212-273-0400
NotebookSEC #801-77037
Total AUM
$519.5M
Employees
4
Clients
98

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
545 FIFTH AVENUE
SUITE 1108
NEW YORK
NY 10017
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
212-273-0400
Other Offices
1

ReceiptFinancials

Total AUM
$519.5M
Accounts
452
Discretionary
$513.4M
Accounts
437
Non-Discretionary
$6.1M
Accounts
15

ContactClients

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Individual Clients
36
AUM
$10.4M
HNW Individual Clients
61
AUM
$506.9M
Corporation or Business Clients
1
AUM
$2.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SEMINARS

Shield checkCompliance

Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CTNYTX

HandshakeAffiliates

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

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