SOURCE FINANCIAL ADVISORS, LLC
CRD #164825 SEC #801-77037 NEW YORK, NY 212-273-0400
SEC Registered
Total AUM
$519.5M
Discretionary
$513.4M
Employees
4
Clients
1
Accounts
452
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $519.5M | $513.4M | $6.1M | 4 | 3 |
| Jul 2023 | $450.7M | $448.4M | $2.3M | 6 | 6 |
| Apr 2023 | $450.7M | $448.4M | $2.3M | 6 | 6 |
| Mar 2023 | $450.7M | $448.4M | $2.3M | 6 | 6 |
| Sep 2022 | $560.3M | $478.4M | $81.8M | 7 | 2 |
| Sep 2022 | $560.3M | $478.4M | $81.8M | 7 | 2 |
| May 2022 | $560.3M | $478.4M | $81.8M | 7 | 2 |
| Apr 2022 | $560.3M | $478.4M | $81.8M | 7 | 2 |
| Mar 2022 | $560.3M | $478.4M | $81.8M | 7 | 2 |
| Nov 2021 | $566.7M | $446.1M | $120.6M | 7 | 4 |
| Sep 2021 | $566.7M | $446.1M | $120.6M | 7 | 4 |
| May 2021 | $566.7M | $446.1M | $120.6M | 7 | 4 |
| Mar 2021 | $566.7M | $446.1M | $120.6M | 7 | 4 |
| Mar 2021 | $566.7M | $446.1M | $120.6M | 7 | 4 |
| Mar 2021 | $566.7M | $446.1M | $120.6M | 7 | 4 |
| Feb 2021 | $464.8M | $398.2M | $66.6M | 6 | 0 |
| Oct 2020 | $464.8M | $398.2M | $66.6M | 6 | 0 |
| Sep 2020 | $464.8M | $398.2M | $66.6M | 6 | 0 |
| Aug 2020 | $464.8M | $398.2M | $66.6M | 6 | 0 |
| Aug 2020 | $464.8M | $398.2M | $66.6M | 6 | 0 |
| Aug 2020 | $464.8M | $398.2M | $66.6M | 6 | 0 |
| Jun 2020 | $464.8M | $398.2M | $66.6M | 6 | 0 |
| May 2020 | $464.8M | $398.2M | $66.6M | 6 | 0 |
| Mar 2020 | $464.8M | $398.2M | $66.6M | 6 | 0 |
| Aug 2019 | $340.5M | $291.6M | $48.9M | 5 | 0 |
| May 2019 | $340.5M | $291.6M | $48.9M | 5 | 0 |
| Mar 2019 | $340.5M | $291.6M | $48.9M | 5 | 0 |
| Jul 2018 | $288.1M | $241M | $47.2M | 3 | 2 |
| Apr 2018 | $288.1M | $241M | $47.2M | 3 | 2 |
| Mar 2018 | $288.1M | $241M | $47.2M | 3 | 2 |
| Jun 2017 | $277.7M | $227M | $50.7M | 4 | 26 |
| May 2017 | $277.7M | $227M | $50.7M | 4 | 26 |
| Mar 2017 | $277.7M | $227M | $50.7M | 6 | 26 |
| Aug 2016 | $265M | $224.6M | $40.4M | 7 | 26 |
| Mar 2016 | $265M | $224.6M | $40.4M | 7 | 26 |
| Feb 2016 | $265M | $224.6M | $40.4M | 7 | 26 |
| Jan 2016 | $265M | $224.6M | $40.4M | 7 | 26 |
| Nov 2015 | $425.8M | $243.2M | $182.6M | 7 | 26 |
| Apr 2015 | $425.8M | $243.2M | $182.6M | 8 | 26 |
| Mar 2015 | $425.8M | $243.2M | $182.6M | 5 | 26 |
| Jun 2014 | $414.3M | $414.3M | $0 | 6 | 26 |
| Mar 2014 | $414.3M | $414.3M | $0 | 6 | 26 |
| Jun 2013 | $375.5M | $375.5M | $0 | 5 | 26 |
| Mar 2013 | $135.3M | $135.3M | $0 | 5 | 26 |
| Aug 2012 | $0 | $0 | $0 | -- | 0 |
| Aug 2012 | $0 | $0 | $0 | -- | 0 |
DateMar 2024
Total AUM$519.5M
Discretionary$513.4M
Non-Disc.$6.1M
Employees4
Clients3
DateJul 2023
Total AUM$450.7M
Discretionary$448.4M
Non-Disc.$2.3M
Employees6
Clients6
DateApr 2023
Total AUM$450.7M
Discretionary$448.4M
Non-Disc.$2.3M
Employees6
Clients6
DateMar 2023
Total AUM$450.7M
Discretionary$448.4M
Non-Disc.$2.3M
Employees6
Clients6
DateSep 2022
Total AUM$560.3M
Discretionary$478.4M
Non-Disc.$81.8M
Employees7
Clients2
DateSep 2022
Total AUM$560.3M
Discretionary$478.4M
Non-Disc.$81.8M
Employees7
Clients2
DateMay 2022
Total AUM$560.3M
Discretionary$478.4M
Non-Disc.$81.8M
Employees7
Clients2
DateApr 2022
Total AUM$560.3M
Discretionary$478.4M
Non-Disc.$81.8M
Employees7
Clients2
DateMar 2022
Total AUM$560.3M
Discretionary$478.4M
Non-Disc.$81.8M
Employees7
Clients2
DateNov 2021
Total AUM$566.7M
Discretionary$446.1M
Non-Disc.$120.6M
Employees7
Clients4
DateSep 2021
Total AUM$566.7M
Discretionary$446.1M
Non-Disc.$120.6M
Employees7
Clients4
DateMay 2021
Total AUM$566.7M
Discretionary$446.1M
Non-Disc.$120.6M
Employees7
Clients4
DateMar 2021
Total AUM$566.7M
Discretionary$446.1M
Non-Disc.$120.6M
Employees7
Clients4
DateMar 2021
Total AUM$566.7M
Discretionary$446.1M
Non-Disc.$120.6M
Employees7
Clients4
DateMar 2021
Total AUM$566.7M
Discretionary$446.1M
Non-Disc.$120.6M
Employees7
Clients4
DateFeb 2021
Total AUM$464.8M
Discretionary$398.2M
Non-Disc.$66.6M
Employees6
Clients0
DateOct 2020
Total AUM$464.8M
Discretionary$398.2M
Non-Disc.$66.6M
Employees6
Clients0
DateSep 2020
Total AUM$464.8M
Discretionary$398.2M
Non-Disc.$66.6M
Employees6
Clients0
DateAug 2020
Total AUM$464.8M
Discretionary$398.2M
Non-Disc.$66.6M
Employees6
Clients0
DateAug 2020
Total AUM$464.8M
Discretionary$398.2M
Non-Disc.$66.6M
Employees6
Clients0
DateAug 2020
Total AUM$464.8M
Discretionary$398.2M
Non-Disc.$66.6M
Employees6
Clients0
DateJun 2020
Total AUM$464.8M
Discretionary$398.2M
Non-Disc.$66.6M
Employees6
Clients0
DateMay 2020
Total AUM$464.8M
Discretionary$398.2M
Non-Disc.$66.6M
Employees6
Clients0
DateMar 2020
Total AUM$464.8M
Discretionary$398.2M
Non-Disc.$66.6M
Employees6
Clients0
DateAug 2019
Total AUM$340.5M
Discretionary$291.6M
Non-Disc.$48.9M
Employees5
Clients0
DateMay 2019
Total AUM$340.5M
Discretionary$291.6M
Non-Disc.$48.9M
Employees5
Clients0
DateMar 2019
Total AUM$340.5M
Discretionary$291.6M
Non-Disc.$48.9M
Employees5
Clients0
DateJul 2018
Total AUM$288.1M
Discretionary$241M
Non-Disc.$47.2M
Employees3
Clients2
DateApr 2018
Total AUM$288.1M
Discretionary$241M
Non-Disc.$47.2M
Employees3
Clients2
DateMar 2018
Total AUM$288.1M
Discretionary$241M
Non-Disc.$47.2M
Employees3
Clients2
DateJun 2017
Total AUM$277.7M
Discretionary$227M
Non-Disc.$50.7M
Employees4
Clients26
DateMay 2017
Total AUM$277.7M
Discretionary$227M
Non-Disc.$50.7M
Employees4
Clients26
DateMar 2017
Total AUM$277.7M
Discretionary$227M
Non-Disc.$50.7M
Employees6
Clients26
DateAug 2016
Total AUM$265M
Discretionary$224.6M
Non-Disc.$40.4M
Employees7
Clients26
DateMar 2016
Total AUM$265M
Discretionary$224.6M
Non-Disc.$40.4M
Employees7
Clients26
DateFeb 2016
Total AUM$265M
Discretionary$224.6M
Non-Disc.$40.4M
Employees7
Clients26
DateJan 2016
Total AUM$265M
Discretionary$224.6M
Non-Disc.$40.4M
Employees7
Clients26
DateNov 2015
Total AUM$425.8M
Discretionary$243.2M
Non-Disc.$182.6M
Employees7
Clients26
DateApr 2015
Total AUM$425.8M
Discretionary$243.2M
Non-Disc.$182.6M
Employees8
Clients26
DateMar 2015
Total AUM$425.8M
Discretionary$243.2M
Non-Disc.$182.6M
Employees5
Clients26
DateJun 2014
Total AUM$414.3M
Discretionary$414.3M
Non-Disc.$0
Employees6
Clients26
DateMar 2014
Total AUM$414.3M
Discretionary$414.3M
Non-Disc.$0
Employees6
Clients26
DateJun 2013
Total AUM$375.5M
Discretionary$375.5M
Non-Disc.$0
Employees5
Clients26
DateMar 2013
Total AUM$135.3M
Discretionary$135.3M
Non-Disc.$0
Employees5
Clients26
DateAug 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateAug 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0