SOURCE FINANCIAL ADVISORS, LLC

NEW YORK, New York·3 registered advisors·CRD# 164825
SEC# 801-770371212-273-0400
01

Firm Overview

AUM
$519M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SEMINARS
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SOURCE FINANCIAL ADVISORS, LLC

3 registered advisors
John James Glasheen
NEW YORK, New York
Megan Kathryn Benner
NEW YORK, New York
Michelle Marie Smith
NEW YORK, New York
05

Office Locations

NEW YORK, New York
3 advisors

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Data sourced from SEC Form ADV filings. SOURCE FINANCIAL ADVISORS, LLC (CRD# 164825) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.