Your Source Financial, Plc. is a large advisory firm based in Phoenix. It manages $247.03 million of regulatory assets for 557 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Arizona, California, Florida, and Texas.
Your Source Financial, Plc provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Your Source Financial, Plc. is $247.03 million. The firm's AUM has grown by 350% since the beginning of its operation, and $23.7 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Your Source Financial, Plc. 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, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Your Source Financial, Plc is high net worth individuals with 70 clients and $194.33 million of assets under management. Among the 10 most similar advisory firms, Your Source Financial, Plc has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $247.03 million for 272 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 5% of the firm’s clients are foreign persons or businesses.
Your Source Financial, Plc also advises several private funds. Namely, one private equity fund. The minimum investment commitment required of non-related persons is $100,000 for each fund.
The company employs 7 people that are either part- or full-time employees. 86 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone 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 Your Source Financial, Plc. performs its advisory services is located at 1747 E Morten Ave, Phoenix, AZ 85020, which is also the mailing address of the firm. An additional office of the firm is in Prescott, AZ. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 602-343-1700. The normal business hours are 8am to 5pm on Monday - Friday. You can find more information about the New York firm at ysfi.com.