THE ADVISOR SOURCE, INC.
THE ADVISOR SOURCE, INC. of KIRKLAND, WA is an SEC-registered investment adviser (CRD 117162). Regulatory assets under management: $73.0M.
Registration
- CRD: 117162
- SEC file number: 801-77384
- Type: Registered investment adviser
- Location: 10829 NE 68TH ST, #201, KIRKLAND, WA, 98033
- Phone: 425-398-9399
- Latest filing: 2014-12-22
- Regulatory AUM: $73.0M
- Discretionary AUM: $25.0M
- Non-discretionary AUM: $48.0M
- Clients: 4
- Accounts: 68
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| DAHL KEVIN MICHAEL | CHIEF COMPLIANCE OFFICER AND MEMBER | — |
| DAHL CHRISTINE D | MEMBER | — |
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