SOURCE CAPITAL GROUP, INC.

WESTPORT, Connecticut·4 registered advisors·CRD# 36719
SEC# 801-88199203-341-3500 203-682-0720
01

Firm Overview

AUM
$145M
Regulatory assets under management
Employees
18
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Commissions
Other: MANAGEMENT FEES FROM THIRD PARTY MANAGERS.
03

Specialties

Investment Management
04

Advisors at SOURCE CAPITAL GROUP, INC.

4 registered advisors
Bruce Charles Ryan
WESTPORT, Connecticut
David Webster Harris
WESTPORT, Connecticut
Patrick Duffy
WESTPORT, Connecticut
Russell William Newton
WESTPORT, Connecticut
05

Office Locations

WESTPORT, Connecticut
4 advisors

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Data sourced from SEC Form ADV filings. SOURCE CAPITAL GROUP, INC. (CRD# 36719) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.