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Building 2FOUNDERS FINANCIAL SECURITIES, LLC

Map pinTOWSON, MD
Phone410-308-9988
NotebookSEC #801-66892
Total AUM
$4.1B
Employees
139
Clients
9,870

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1026 CROMWELL BRIDGE ROAD
SUITE 100
TOWSON
MD 21286
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
410-308-9988
Other Offices
68

ReceiptFinancials

Total AUM
$4.1B
Accounts
19,082
Discretionary
$3.7B
Accounts
16,517
Non-Discretionary
$476.5M
Accounts
2,565

ContactClients

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Individual Clients
8,124
AUM
$1.6B
HNW Individual Clients
1,466
AUM
$2.1B
Pension/Profit Sharing Plan Clients
241
AUM
$414.1M
Charitable Organization Clients
22
AUM
$16.1M
Corporation or Business Clients
17
AUM
$8.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

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

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