Overview
Assets Under Management: $3.3 billion
Headquarters: TOWSON, MD
High-Net-Worth Clients: 727
Average Client Assets: $2 million
Frequently Asked Questions
FOUNDERS FINANCIAL SECURITIES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #137945), FOUNDERS FINANCIAL SECURITIES, LLC is subject to fiduciary duty under federal law.
FOUNDERS FINANCIAL SECURITIES, LLC is headquartered in TOWSON, MD.
FOUNDERS FINANCIAL SECURITIES, LLC serves 727 high-net-worth clients according to their SEC filing dated April 22, 2025. View client details ↓
According to their SEC Form ADV, FOUNDERS FINANCIAL SECURITIES, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
FOUNDERS FINANCIAL SECURITIES, LLC manages $3.3 billion in client assets according to their SEC filing dated April 22, 2025.
According to their SEC Form ADV, FOUNDERS FINANCIAL SECURITIES, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
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