Overview
Assets Under Management: $1.0 billion
Headquarters: RALEIGH, NC
High-Net-Worth Clients: 1,099
Average Client Assets: $526,161
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 1,099
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.70
Average High-Net-Worth Client Assets: $526,161
Total Client Accounts: 3,918
Discretionary Accounts: 3,916
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 173011
Filing ID: 1951578
Last Filing Date: 2025-03-21 14:09:00
Website: https://foundersfa.com