Overview
Assets Under Management: $208 million
Headquarters: LACONIA, NH
High-Net-Worth Clients: 89
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 89
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.45
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,009
Discretionary Accounts: 996
Non-Discretionary Accounts: 13
Regulatory Filings
CRD Number: 116823
Last Filing Date: 2025-01-27 00:00:00
Website: https://foundryadvisors.com