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Building 2FOUNDATION CAPITAL MANAGEMENT, LLC

Map pinEAST NORRITON, PA
Phone610-278-6961
NotebookSEC #801-127582
Total AUM
$243.8M
Employees
2
Clients
595

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2100 SWEDE RD
EAST NORRITON
PA 19401
United States
Operating Hours
9:30 AM TO 4:30 PM
Monday - Friday
Phone
610-278-6961

ReceiptFinancials

Total AUM
$243.8M
Accounts
559
Discretionary
$243.8M
Accounts
559
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
494
AUM
$121.3M
HNW Individual Clients
95
AUM
$112.9M
Charitable Organization Clients
6
AUM
$9.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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

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