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SOLE SOURCE CAPITAL LLC
4143 Maple Avenue
Suite 240
Dallas, Texas 75219
Tel: (214) 617-4745
About SOLE SOURCE CAPITAL LLC
SOLE SOURCE CAPITAL LLC, formally registered with the SEC as SOLE SOURCE CAPITAL LLC. The firm was established in 05/20/2019. They have over 2 offices throughout the country.
SOLE SOURCE CAPITAL LLC is a Dallas, Texas based Financial Planning firm with nearly $1,411,855,127 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 24 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 290032 |
| SEC# | 801-115305 |
| Assets Managed by Firm | $1,411,855,127 |
| No. of Clients | 5 |
| No. of Advisors | 24 |
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 | 5 | $1,411,855,127 |
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