Foundational Retirement Solutions LLC

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Assets, Funds, Holdings

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Foundational Retirement Solutions LLC
CRD #288564
SEC #801-114533
CIK #
AUM $138.2 MM (2024-03-19)
Employees 2 (100% Investors, 0% Brokers)
Phone949-682-9232
Address75 Miles Mud Bay Road
Haines, AK 99827
Source [IAPD] [Website] [Twitter] [Facebook]
Total AUM ($MM)
200160120804002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 25 138.2
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 25 138.2
By Discretionary
Discretionary 0 0.0
Non-Discretionary 25 138.2
Total 25 138.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 138.2
Total 25 138.2
Comparable Firms State AUM ($BB)
Alliant Retirement Services LLC
GA 0.1
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OH 0.1
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NY 0.1
Quantix Commodities LP
CT 0.1
DCA Family Office LLC
CA 0.1
Frugal Financial Retirement Plan Services LLC
FL 0.1
Rayliant Investment Research
CA 0.1
Joseph Advisory Services LLC
TX 0.1
Community Development Fund Advisors LLC
FL 0.1
SRN Advisors LLC
PA 0.1
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