The Advisor Source, Inc. is an adviser based in Bothell. It manages $73 million of regulatory assets for 68 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Washington.
The Advisor Source provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of The Advisor Source, Inc. is $73 million. The firm's AUM has grown by 0% 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 The Advisor Source, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where The Advisor Source, Inc. performs its advisory services is located at 19635 110 Th Pl Ne, Bothell, WA 98011, 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 425-398-9399 or by fax 425-827-7154. The normal business hours are 7am to 5pm on Monday - Friday. You can find more information about the New York firm at theadvisersource.com.