Intersource Consulting Group LLC provides compliance, financial operations, AML, cybersecurity and regulatory consulting services to broker-dealers, investment advisers and other financial-services firms.

Our professionals combine regulatory, operational and industry experience to help clients build stronger supervisory systems, prepare for examinations, manage financial-reporting obligations and address changing regulatory expectations.

We work with firms at every stage—from new applicants seeking regulatory approval to established organizations requiring ongoing outsourced support, independent testing, remediation or specialized consulting.

Our approach is practical and customized. We take the time to understand each client’s business model, regulatory obligations, operational structure and growth objectives before recommending a solution.

l business, we pride ourselves on personal attention and dedication to every detail. Our approach is rooted in quality and integrity, ensuring that everything we do reflects our commitment to excellence.