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Building 2THE FOUNDATION INVESTMENT GROUP

Map pinLAFAYETTE, CA
Phone925-298-5840
NotebookSEC #801-123159
Total AUM
$286.5M
Employees
6
Clients
152

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3466 MT. DIABLO BLVD.
SUITE C-201
LAFAYETTE
CA 94549
United States
Operating Hours
8:30AM-4:30PM
Monday - Friday
Phone
925-298-5840
Other Offices
2

ReceiptFinancials

Total AUM
$286.5M
Accounts
522
Discretionary
$279.3M
Accounts
511
Non-Discretionary
$7.2M
Accounts
11

ContactClients

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Individual Clients
43
AUM
$14.5M
HNW Individual Clients
108
AUM
$271.9M
Charitable Organization Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLGAMAMINENYTNTXVAWA

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

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