Source Financial Advisors LLC Info

Source Financial Advisors LLC info

Source Financial Advisors LLC (SEC CIK 1830954) first filed with the SEC on 2021-02-16 (Form 13F-HR) and has filed 17 times since, including 16 Form 13F-HR quarterly holdings reports. It is organized in NY and registered at 545 FIFTH AVENUE, SUITE 1108, NEW YORK, NY, 10017.

Name: Value Source Financial Advisors LLC.
SEC CIK: Value 1830954.
State of organization: Value NY.
Business address: Value 545 FIFTH AVENUE, SUITE 1108, NEW YORK, NY, 10017.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

Field	Value
Name	Source Financial Advisors LLC
SEC CIK	1830954
State of organization	NY
Business address	545 FIFTH AVENUE, SUITE 1108, NEW YORK, NY, 10017
Mailing address	545 FIFTH AVENUE, SUITE 1108, NEW YORK, NY, 10017
Phone	2122730406
Fiscal year end	December 31
Former names	None filed

SEC Filing History

Field	Value
First SEC filing	2021-02-16 (Form 13F-HR)
Latest SEC filing	2024-11-01 (Form 13F-HR)
Filings on EDGAR	17
First Form 13F-HR	2021-02-16 (quarter ended 2020-12-31)
Latest Form 13F-HR	2024-11-01 (quarter ended 2024-09-30)
Form 13F-HR filings	16

Filings by Form

Form	Filings	Latest
13F-HR	16	2024-11-01
N-PX	1	2024-08-16

Filings by Year

Year	Filings	Form 13F-HR
2024	5	4
2023	4	4
2022	4	4
2021	4	4

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