Overview
Assets Under Management: $233 million
Headquarters: PASADENA, CA
High-Net-Worth Clients: 81
Average Client Assets: $2.3 million
Frequently Asked Questions
FOUNDRY FINANCIAL 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 #300122), FOUNDRY FINANCIAL LLC is subject to fiduciary duty under federal law.
FOUNDRY FINANCIAL LLC is headquartered in PASADENA, CA.
FOUNDRY FINANCIAL LLC serves 81 high-net-worth clients according to their SEC filing dated March 19, 2026. View client details ↓
According to their SEC Form ADV, FOUNDRY FINANCIAL LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
FOUNDRY FINANCIAL LLC manages $233 million in client assets according to their SEC filing dated March 19, 2026.
According to their SEC Form ADV, FOUNDRY FINANCIAL LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 81
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.40%
Average Client Assets: $2.3 million
Total Client Accounts: 626
Discretionary Accounts: 626
Regulatory Filings
CRD Number: 300122
Filing ID: 2076045
Last Filing Date: 2026-03-19 08:35:48