FOUNDERS FINANCIAL SECURITIES, LLC
Total AUM
$4.1B
Employees
139Clients
9,870Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1026 CROMWELL BRIDGE ROAD
SUITE 100
TOWSON
MD 21286
United States
SUITE 100
TOWSON
MD 21286
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Monday - Friday
Phone
410-308-9988
Other Offices
68
Financials
Total AUM
$4.1B
Accounts
19,082Discretionary
$3.7B
Accounts
16,517Non-Discretionary
$476.5M
Accounts
2,565
Clients
Individual Clients
8,124AUM
$1.6B
HNW Individual Clients
1,466AUM
$2.1B
Pension/Profit Sharing Plan Clients
241AUM
$414.1M
Charitable Organization Clients
22AUM
$16.1M
Corporation or Business Clients
17AUM
$8.7M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Subscription Fee
Compliance
Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
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Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.