Foundational Retirement Solutions LLC

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Regulatory AUM vs AUM

Type	Result	AUM ($BB)

Foundational Retirement Solutions LLC ✚
CRD #	288564
SEC #	801-114533
CIK #
AUM	$130.0 MM (0% Disc, 100% US)
Employees	4 (50% Investors, 0% Brokers)
Phone	949-359-0035
Address	5973 Avenida Encinas Carlsbad, CA 92008
Source	[IAPD]

Total AUM ($MM)

Comparable Firms	State	AUM ($BB)
Haitou Investment Management LLC ✚	NY	0.1
FS Fund Advisor LLC ✚	PA	0.1
Monetta Financial Services Inc ✚	IL	0.1
PMA Europe LLP ✚		0.1
C&O Funds Advisor Inc ✚	GA	0.1
CASI Institutional Consulting Inc ✚	MD	0.1
Promanage Inc ✚	IL	0.1
Canopy Investment Advisors LLC ✚	PA	0.1
Banyan Equity Management LLC ✚	FL	0.1
P2International USA Inc ✚	NY	0.1

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