SOURCEROCK GROUP LLC

210 University Blvd
Suite 330
Denver, Colorado 80206
Tel: 312-361-3360

About SOURCEROCK GROUP LLC

SOURCEROCK GROUP LLC, formally registered with the SEC as SOURCEROCK GROUP LLC. The firm was established in 05/04/2021. They have over 1 offices throughout the country.

SOURCEROCK GROUP LLC is a Denver, Colorado based Financial Planning firm with nearly $2,061,417,797 assets under management, offering retirement planning & investment advisory services to 8 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	307575
SEC#	801-121057
Assets Managed by Firm	$2,061,417,797
No. of Clients	8
No. of Advisors	12

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	8	$2,061,417,797

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