Overview
Assets Under Management: $3.3 billion
Headquarters: TOWSON, MD
High-Net-Worth Clients: 727
Average Client Assets: $2 million
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: 727
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 34.10
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 17,774
Discretionary Accounts: 16,891
Non-Discretionary Accounts: 883
Regulatory Filings
CRD Number: 137945
Filing ID: 1981898
Last Filing Date: 2025-04-22 16:05:00
Website: https://foundersfinancial.com