SOURCE FINANCIAL ADVISORS, LLC
SEC file number 801-77037
· NEW YORK, NY
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$519.5M
Discretionary AUM
$513.4M
Employees
4
Clients
3
Firm
- Address
- 545 FIFTH AVENUE
NEW YORK, NY 10017 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- AdvisorNet Financial, Inc Medium name-match confidence · CIK 1409362 · MN
- Financial Synergies Wealth Advisors, Inc. Medium name-match confidence · CIK 2017868 · TX
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AdvisorNet Financial, Inc · D/A · Apr 21, 2026
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AdvisorNet Financial, Inc · D/A · Apr 15, 2025
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Financial Synergies Wealth Advisors, Inc. · D · Mar 5, 2025$7M