Advisersource.Com LLC is a large advisory firm based in Denver. It manages $123.68 million of regulatory assets for 430 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Colorado, Florida, Nebraska, and 4 other states.
Advisersource provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Advisersource.Com LLC is $123.68 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Advisersource.Com LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and pension and profit sharing plans. The largest group of clients of Advisersource is individuals with 421 clients and $100.39 million of assets under management. Among the 14 most similar advisory firms, Advisersource has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $123.68 million for 430 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Advisersource doesn't advise any private funds.
The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Advisersource.Com LLC performs its advisory services is located at 4600 S Syracuse 9 Th Floor, Denver, CO 80237, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 3032566494. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at advisersource.com.