SOURCE CAPITAL GROUP, INC.
CRD #36719 SEC #801-88199 WESTPORT, CT 203-341-3500 203-682-0720
SEC Registered Broker-Dealer
Total AUM
$145M
Discretionary
$108.6M
Employees
18
Clients
0
Accounts
371
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2017 | $145M | $108.6M | $36.3M | 18 | 300 |
| Apr 2017 | $106M | $193.3K | $105.8M | 12 | 200 |
| Oct 2016 | $106M | $193.3K | $105.8M | 12 | 200 |
| Mar 2016 | $106M | $193.3K | $105.8M | 12 | 200 |
| Sep 2015 | $147.8M | $144.4M | $3.4M | 15 | 200 |
| Aug 2015 | $147.8M | $144.4M | $3.4M | 15 | 200 |
| Aug 2015 | $147.8M | $144.4M | $3.4M | 15 | 200 |
| Aug 2015 | $147.8M | $144.4M | $3.4M | 15 | 200 |
| Jul 2015 | $147.8M | $144.4M | $3.4M | 15 | 200 |
| Jun 2015 | $147.8M | $144.4M | $3.4M | 15 | 200 |
| Mar 2015 | $122.8M | $0 | $122.8M | 15 | 200 |
DateJul 2017
Total AUM$145M
Discretionary$108.6M
Non-Disc.$36.3M
Employees18
Clients300
DateApr 2017
Total AUM$106M
Discretionary$193.3K
Non-Disc.$105.8M
Employees12
Clients200
DateOct 2016
Total AUM$106M
Discretionary$193.3K
Non-Disc.$105.8M
Employees12
Clients200
DateMar 2016
Total AUM$106M
Discretionary$193.3K
Non-Disc.$105.8M
Employees12
Clients200
DateSep 2015
Total AUM$147.8M
Discretionary$144.4M
Non-Disc.$3.4M
Employees15
Clients200
DateAug 2015
Total AUM$147.8M
Discretionary$144.4M
Non-Disc.$3.4M
Employees15
Clients200
DateAug 2015
Total AUM$147.8M
Discretionary$144.4M
Non-Disc.$3.4M
Employees15
Clients200
DateAug 2015
Total AUM$147.8M
Discretionary$144.4M
Non-Disc.$3.4M
Employees15
Clients200
DateJul 2015
Total AUM$147.8M
Discretionary$144.4M
Non-Disc.$3.4M
Employees15
Clients200
DateJun 2015
Total AUM$147.8M
Discretionary$144.4M
Non-Disc.$3.4M
Employees15
Clients200
DateMar 2015
Total AUM$122.8M
Discretionary$0
Non-Disc.$122.8M
Employees15
Clients200