YOUR SOURCE FINANCIAL, PLC.
Legal name: YOUR SOURCE FINANCIAL
CRD #109409 SEC #801-62784 PHOENIX, AZ 602-343-1700
SEC Registered
Total AUM
$235.8M
Discretionary
$216.7M
Employees
5
Clients
51
Accounts
544
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $235.8M | $216.7M | $19.1M | 5 | 0 |
| Feb 2022 | $281.4M | $262.1M | $19.4M | 7 | 0 |
| Dec 2021 | $286.4M | $262.2M | $24.2M | 7 | 0 |
| Jun 2021 | $286.4M | $262.2M | $24.2M | 7 | 0 |
| Mar 2021 | $286.4M | $262.2M | $24.2M | 7 | 0 |
| Jun 2020 | $278.6M | $259.6M | $19M | 7 | 0 |
| Jun 2020 | $278.6M | $259.6M | $19M | 7 | 274 |
| Mar 2020 | $278.6M | $259.6M | $19M | 7 | 274 |
| Mar 2019 | $247M | $223.9M | $23.2M | 7 | 261 |
| Mar 2018 | $212.7M | $192.2M | $20.5M | 7 | 227 |
| Mar 2017 | $187.6M | $156.5M | $31.1M | 7 | 300 |
| Dec 2016 | $156.4M | $135.2M | $21.2M | 6 | 300 |
| May 2016 | $156.4M | $135.2M | $21.2M | 6 | 300 |
| Mar 2016 | $156.4M | $135.2M | $21.2M | 6 | 300 |
| Oct 2015 | $169.1M | $134.3M | $34.8M | 6 | 300 |
| Feb 2015 | $169.1M | $134.3M | $34.8M | 10 | 300 |
| Feb 2014 | $162M | $133.7M | $28.3M | 10 | 300 |
| Feb 2014 | $166.6M | $138.4M | $28.3M | 10 | 300 |
| Feb 2013 | $156.5M | $124.3M | $32.2M | 10 | 300 |
| Nov 2012 | $169.1M | $135.2M | $33.9M | 10 | 300 |
| Feb 2012 | $169.1M | $135.2M | $33.9M | 1 | 300 |
| Nov 2011 | $165M | $158.6M | $6.4M | 1 | 300 |
| Jul 2011 | $115M | $109M | $6M | 5 | -- |
| Jun 2011 | $115M | $109M | $6M | 5 | -- |
| Mar 2011 | $115M | $109M | $6M | 5 | -- |
| Feb 2009 | $70.8M | $57.1M | $13.7M | 5 | -- |
| Jan 2008 | $69.5M | $58.6M | $11M | 10 | -- |
| Oct 2007 | $68.1M | $57.7M | $10.3M | 5 | -- |
| Feb 2007 | $54.8M | $46.6M | $8.2M | 5 | -- |
DateMar 2023
Total AUM$235.8M
Discretionary$216.7M
Non-Disc.$19.1M
Employees5
Clients0
DateFeb 2022
Total AUM$281.4M
Discretionary$262.1M
Non-Disc.$19.4M
Employees7
Clients0
DateDec 2021
Total AUM$286.4M
Discretionary$262.2M
Non-Disc.$24.2M
Employees7
Clients0
DateJun 2021
Total AUM$286.4M
Discretionary$262.2M
Non-Disc.$24.2M
Employees7
Clients0
DateMar 2021
Total AUM$286.4M
Discretionary$262.2M
Non-Disc.$24.2M
Employees7
Clients0
DateJun 2020
Total AUM$278.6M
Discretionary$259.6M
Non-Disc.$19M
Employees7
Clients0
DateJun 2020
Total AUM$278.6M
Discretionary$259.6M
Non-Disc.$19M
Employees7
Clients274
DateMar 2020
Total AUM$278.6M
Discretionary$259.6M
Non-Disc.$19M
Employees7
Clients274
DateMar 2019
Total AUM$247M
Discretionary$223.9M
Non-Disc.$23.2M
Employees7
Clients261
DateMar 2018
Total AUM$212.7M
Discretionary$192.2M
Non-Disc.$20.5M
Employees7
Clients227
DateMar 2017
Total AUM$187.6M
Discretionary$156.5M
Non-Disc.$31.1M
Employees7
Clients300
DateDec 2016
Total AUM$156.4M
Discretionary$135.2M
Non-Disc.$21.2M
Employees6
Clients300
DateMay 2016
Total AUM$156.4M
Discretionary$135.2M
Non-Disc.$21.2M
Employees6
Clients300
DateMar 2016
Total AUM$156.4M
Discretionary$135.2M
Non-Disc.$21.2M
Employees6
Clients300
DateOct 2015
Total AUM$169.1M
Discretionary$134.3M
Non-Disc.$34.8M
Employees6
Clients300
DateFeb 2015
Total AUM$169.1M
Discretionary$134.3M
Non-Disc.$34.8M
Employees10
Clients300
DateFeb 2014
Total AUM$162M
Discretionary$133.7M
Non-Disc.$28.3M
Employees10
Clients300
DateFeb 2014
Total AUM$166.6M
Discretionary$138.4M
Non-Disc.$28.3M
Employees10
Clients300
DateFeb 2013
Total AUM$156.5M
Discretionary$124.3M
Non-Disc.$32.2M
Employees10
Clients300
DateNov 2012
Total AUM$169.1M
Discretionary$135.2M
Non-Disc.$33.9M
Employees10
Clients300
DateFeb 2012
Total AUM$169.1M
Discretionary$135.2M
Non-Disc.$33.9M
Employees1
Clients300
DateNov 2011
Total AUM$165M
Discretionary$158.6M
Non-Disc.$6.4M
Employees1
Clients300
DateJul 2011
Total AUM$115M
Discretionary$109M
Non-Disc.$6M
Employees5
Clients--
DateJun 2011
Total AUM$115M
Discretionary$109M
Non-Disc.$6M
Employees5
Clients--
DateMar 2011
Total AUM$115M
Discretionary$109M
Non-Disc.$6M
Employees5
Clients--
DateFeb 2009
Total AUM$70.8M
Discretionary$57.1M
Non-Disc.$13.7M
Employees5
Clients--
DateJan 2008
Total AUM$69.5M
Discretionary$58.6M
Non-Disc.$11M
Employees10
Clients--
DateOct 2007
Total AUM$68.1M
Discretionary$57.7M
Non-Disc.$10.3M
Employees5
Clients--
DateFeb 2007
Total AUM$54.8M
Discretionary$46.6M
Non-Disc.$8.2M
Employees5
Clients--