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ONE SOURCE ADVISORY SERVICES, LLC
CRD 150312
ONE WEST COURT SQUARE, SUITE 750, DECATUR, GA, 30030, United States
Phone
404-230-8451
Fax
404-738-1096
Registration
— (—)
Source
State registered
Total AUM
$16.2M
Discretionary AUM
$11.1M
Team
1 total employees; 1 advisory reps; 10 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 88 | $6.3M |
| High net worth individuals | 10 | $9.3M |
| Pension/profit sharing plans | 2 | $295K |
All web addresses on file
Official SEC filing: View on IAPD