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Products & Services
About Source Financial
This profile covers Source Financial, a company based in Westlake Village, California, United States, operating in Financial Services, employing 21-50 people, reporting $1M-$5M in annual revenue and classified under Portfolio Management and Investment Advice.
Its primary NAICS classification is 523940 (Portfolio Management and Investment Advice). Source Financial is one of 455,764 Financial companies listed in California.
Business Contact Information
- Address
- 960 S Westlake Blvd, Westlake Village, California, 91361, United States
Industry & Classification
- Industry
- Financial
- Sector
- Finance
- Segment
- Financial Services
NAICS Codes
- 52Finance and Insurance
- 5239Other Financial Investment Activities
- 523940Portfolio Management and Investment Advice
SIC Codes
- 62Security And Commodity Brokers, Dealers, Exchanges, And Services
- 628Services Allied With The Exchange Of Securities
- 6282Investment Advice
Company Details
- Employees
- 30 (21-50)
- Annual Revenue
- $1.4M ($1M-$5M)
Source Financial: frequently asked questions
What does Source Financial do?
This profile covers Source Financial, a company based in Westlake Village, California, United States, operating in Financial Services, employing 21-50 people, reporting $1M-$5M in annual revenue and classified under Portfolio Management and Investment Advice.
Where is Source Financial located?
Source Financial is headquartered at 960 S Westlake Blvd, Westlake Village, California, 91361, United States.
How many employees does Source Financial have?
Source Financial has about 30 employees (the 21-50 range).
What is Source Financial's annual revenue?
Source Financial's annual revenue is estimated at $1.4M (the $1M-$5M range).
What industry is Source Financial in?
Source Financial is in the Financial / Finance industry, and its primary NAICS code is 523940 (Portfolio Management and Investment Advice).
Largest companies in California
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Manufacturing sales in California, 2026
In California, Factur's 2026 study counted 98 manufacturing quotes worth $14.7M and 18 purchase orders over 12 months: 18% of quotes became orders, against 21% nationally. See the California data.
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