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Building 2THE FOUNDRY FINANCIAL GROUP, INC.

Map pinLACONIA, NH
Phone603-528-5171
NotebookSEC #801-129329
Total AUM
$284.2M
Employees
11
Clients
296

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
67 WATER STREET
SUITE 101
LACONIA
NH 03246-3300
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
603-528-5171

ReceiptFinancials

Total AUM
$284.2M
Accounts
1,206
Discretionary
$280.9M
Accounts
1,195
Non-Discretionary
$3.3M
Accounts
11

ContactClients

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Individual Clients
149
AUM
$34.8M
HNW Individual Clients
145
AUM
$240.4M
Pension/Profit Sharing Plan Clients
2
AUM
$9.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMANHNJTX

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

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