Investment adviser · CRD 117162

THE ADVISOR SOURCE, INC.

Investment adviser filing (IA)

· Form ADV filed Dec 22, 2014

Regulatory AUM
$73M
Form ADV · Item 5.F
Client accounts
68
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
4
Investment advisory functions

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: Dec 22, 2014. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

CRD 117162

Filing source

Form ADV 862322 · Dec 22, 2014 · 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.