|
⚲
|
| Open Source Investments LLC
✚
| |
|---|---|
| CRD # | 287501 |
| SEC # | 801-124704 |
| CIK # | |
| AUM | $104.4 MM (2024-03-13) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 985-231-0808 |
| Address | 2160 8th St Ste B Mandeville, LA 70471 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 229 | 97.6 |
| (b) Individuals (high net worth individuals) | 3 | 6.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 581 | 104.4 |
| By Discretionary | ||
| Discretionary | 581 | 104.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 581 | 104.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 104.4 | |
| Total | 581 | 104.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Sankala Group LLC
✚
|
CO | 0.1 |
|
Conway Financial Group LLC
✚
|
MO | 0.1 |
|
Quantum LEAP Capital LLC
✚
|
VT | 0.1 |
|
Michael D Taxman Investment Management LLC
✚
|
NH | 0.1 |
|
Kissling Financial Services LLC
✚
|
PA | 0.1 |
|
Centerpiece Wealth Advisor LLC
✚
|
CO | 0.1 |
|
Summit Planning Group Inc
✚
|
NY | 0.1 |
|
First Financial Services LLC
✚
|
AR | 0.1 |
|
Maya Advisors Inc
✚
|
CA | 0.1 |
|
Boston Asset Management Inc
✚
|
FL | 0.1 |