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Building 2FOUNDRY WEALTH ADVISORS, LLC

Map pinBALTIMORE, MD
Phone443-692-8833
NotebookSEC #801-120987
Total AUM
$163.4M
Employees
4
Clients
66

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
921 E. FORT AVENUE
SUITE 310
BALTIMORE
MD 21230
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
443-692-8833

ReceiptFinancials

Total AUM
$163.4M
Accounts
251
Discretionary
$163.4M
Accounts
251
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
33
AUM
$17.1M
HNW Individual Clients
33
AUM
$146.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
FLMDNETX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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