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Building 2FOUNDERS FINANCIAL ALLIANCE, LLC

Map pinRALEIGH, NC
Phone855-860-5940
NotebookSEC #801-108700
Total AUM
$1.2B
Employees
31
Clients
2,413

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9212 FALLS OF NEUSE RD., SUITE 221
RALEIGH
NC 27615
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
855-860-5940
Other Offices
14

ReceiptFinancials

Total AUM
$1.2B
Accounts
4,229
Discretionary
$1.2B
Accounts
4,227
Non-Discretionary
$2.8M
Accounts
2

ContactClients

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Individual Clients
1,643
AUM
$360.1M
HNW Individual Clients
711
AUM
$773.2M
Pension/Profit Sharing Plan Clients
27
AUM
$27.2M
Charitable Organization Clients
11
AUM
$5.1M
Corporation or Business Clients
20
AUM
$17.6M
Other Clients
1
AUM
$2.8M
Description of Other Clients
NON-UNITED STATES PERSONS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACODEFLGAILKYLAMAMDMIMNMONCNJNMNYOHOKORPASCTNTXVAWAWIWV

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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