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Building 2THE FOUNDRY FINANCIAL GROUP, INC.

Map pinLACONIA, NH
Phone603-528-5171
NotebookSEC #801-65420
Total AUM
$65.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
67 WATER STREET
SUITE 101 A
LACONIA
NH 03246-3300
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
603-528-5171

ReceiptFinancials

Total AUM
$65.8M
Accounts
164
Discretionary
$53.5M
Accounts
149
Non-Discretionary
$12.3M
Accounts
15

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
MANHNJ

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

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