Investment adviser · CRD 135912

NEWSOURCE ADVISORY, LLC

Investment adviser filing (IA)

KEENE, NH, United States · Form ADV filed Jun 19, 2012

Regulatory AUM
$85.8M
Form ADV · Item 5.F
Client accounts
100
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 19, 2012. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

28 MIDDLE STREET
KEENE, NH, 03431, United States

CRD 135912

Filing source

Form ADV 653507 · Jun 19, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.