Source Financial Advisors LLC
Legal Name: SOURCE FINANCIAL ADVISORS, LLC
545 FIFTH AVENUE, 11TH FLOOR, NEW YORK, NY
212-273-0402
http://www.sourcefa.com
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Full Contact Details
Source Financial Advisors LLC
545 FIFTH AVENUE, 11TH FLOOR, NEW YORK, NY
212-273-0402
212-320-0603
Other Info
Source Financial Advisors LLC is a New York Limited Liability Company with a team of five. Three of its employees serve in advisory roles, though the number of clients they have is unknown. The firm was approved by the U.S. Securities and Exchange Commission on August 17, 2012.
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Source Financial Advisors is a distinctly independent firm offering comprehensive wealth management and investment planning experience.
Direct Owners
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JOHN JAMES GLASHEEN
CHIEF COMPLIANCE OFFICER owns less than 5%
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MICHELLE MARIE SMITH
MANAGING MEMBER owns 75% or more