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FIRST SOURCE INVESTMENT PARTNERS, LLC
FIRST SOURCE INVESTMENT PARTNERS, LLC
TIER ONE WEALTH MANAGEMENT
LONE TREE, Colorado
·
2 registered advisors
·
CRD# 322893
SEC# 801-126595
1
303-858-0000
01
Firm Overview
AUM
$93M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at FIRST SOURCE INVESTMENT PARTNERS, LLC
2 registered advisors
Garret Thomas Jett
LONE TREE, Colorado
CRD# 2908427
Gregory Allen Dexter
LONE TREE, Colorado
CRD# 1467645
05
Office Locations
LONE TREE, Colorado
2 advisors
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Data sourced from SEC Form ADV filings. FIRST SOURCE INVESTMENT PARTNERS, LLC (CRD# 322893) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.