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Building 2FOUNDRY FINANCIAL LLC

Map pinPASADENA, CA
Phone(213) 802-8662
NotebookSEC #801-133770
Total AUM
$232.6M
Employees
10
Clients
184

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
479 S MARENGO AVE
PASADENA
CA 91101
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(213) 802-8662
Other Offices
6

ReceiptFinancials

Total AUM
$232.6M
Accounts
626
Discretionary
$232.6M
Accounts
626
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
103
AUM
$43.3M
HNW Individual Clients
81
AUM
$189.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACTDCFLGAHILAMAMDNCNHNVOHTXVAWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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