|
⚲
|
| First Source Investment Partners LLC
✚
| |
|---|---|
| CRD # | 322893 |
| SEC # | 801-126595 |
| CIK # | |
| AUM | $92.6 MM (2024-03-11) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 303-858-0000 |
| Address | 9380 Station Street, Suite 535 Lone Tree, CO 80124 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 162 | 49.4 |
| (b) Individuals (high net worth individuals) | 23 | 43.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 353 | 92.6 |
| By Discretionary | ||
| Discretionary | 353 | 92.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 353 | 92.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 92.6 | |
| Total | 353 | 92.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Adirondack Research & Management Inc
✚
|
NY | 0.1 |
|
IDB LIDO Wealth LLC
✚
|
NY | 0.1 |
|
Capital Management Associates Inc
✚
|
MN | 0.1 |
|
Changing Parameters LLC
✚
|
CA | 0.1 |
|
Discipline Wealth Solutions Inc
✚
|
SC | 0.1 |
|
Onegroup Wealth Partners Inc
✚
|
NY | 0.1 |
|
The Kinney Group LLC
✚
|
CA | 0.1 |
|
Mussett Wealth Management LLC
✚
|
NY | 0.1 |
|
Broadway Advisor Group LLC
✚
|
NY | 0.1 |
|
McAlvany Wealth Management LLC
✚
|
CO | 0.1 |