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

Building 2SOURCE CAPITAL GROUP, INC.

Map pinWESTPORT, CT
Phone203-341-3500 203-682-0720
NotebookSEC #801-88199
Total AUM
$145M
Employees
18
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
276 POST ROAD WEST
WESTPORT
CT 06880
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
203-341-3500 203-682-0720

ReceiptFinancials

Total AUM
$145M
Accounts
371
Discretionary
$108.6M
Accounts
239
Non-Discretionary
$36.3M
Accounts
132

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
MANAGEMENT FEES FROM THIRD PARTY MANAGERS.

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingPending Regulatory ProceedingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
ARAZCACOCTFLGALAMAMIMNNCNHNJNVNYORPARISDTXUTVAWA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account