# YOUR SOURCE FINANCIAL, PLC.

YOUR SOURCE FINANCIAL, PLC. of PHOENIX, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 109409
- Type: SEC-registered investment adviser
- SEC file number: 801-62784
- Location: 1540 E MARYLAND AVE, SUITE 104, PHOENIX, AZ, 85014
- Phone: 602-343-1700
- Latest filing: 2023-03-31
- Regulatory AUM: $235.8M
- Discretionary AUM: $216.7M
- Non-discretionary AUM: $19.1M
- Clients: 5
- Accounts: 544

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| DIMURO RAYMOND JOHN | MEMBER | — |
| COLLETT GEORGE RICHARD | MEMBER; MEMBER/CHIEF COMPLIANCE OFFICER | — |
| RAGLAND CHAD WILLIAM | MANAGING MEMBER; MANAGING MEMBER / CHIEF COMPLIANCE OFFICER; MEMBER | — |
| BAUM JEFFRY WILLIAM | MEMBER | — |
| BAUM JAMES R | MEMBER | — |
| CLING DOUGLAS A | MEMBER | — |
| CLING ELIZABETH L | MEMBER | — |
| METZ ERIC DOWNIN | MEMBER | — |
| LOCK ETHAN | MEMBER | — |
| MALINOVIC VANCE | MEMBER | — |
| GETSKOW JEFFREY SCOTT | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109409/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109409/similar
- Related entities: https://search.stillhousedata.com/firm/109409/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109409

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.