YOUR SOURCE FINANCIAL, PLC.

YOUR SOURCE FINANCIAL
PHOENIX, Arizona·2 registered advisors·CRD# 109409
SEC# 801-627840602-343-1700
01

Firm Overview

AUM
$236M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at YOUR SOURCE FINANCIAL, PLC.

2 registered advisors
George Richard Collett
PHOENIX, Arizona
CFP
Raymond John Dimuro
PHOENIX, Arizona
CFP
05

Office Locations

PHOENIX, Arizona
2 advisors

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Data sourced from SEC Form ADV filings. YOUR SOURCE FINANCIAL, PLC. (CRD# 109409) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.