|
⚲
|
| Foundational Retirement Solutions LLC
✚
|
|
|---|---|
| CRD # | 288564 |
| SEC # | 801-114533 |
| CIK # | |
| AUM | $138.4 MM (2023-03-31) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 949-682-9232 |
| Address | 75 Miles Mud Bay Road Haines, AK 99827 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 25 | 138.4 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 25 | 138.4 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 25 | 138.4 |
| Total | 25 | 138.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 138.4 | |
| Total | 25 | 138.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Spring Growth Partners LLC
✚
|
DC | 0.1 |
|
Glasgow Partners LLC
✚
|
TX | 0.1 |
|
Burgess Chambers & Associates Inc
✚
|
FL | 0.1 |
|
Renaissance Capital LLC
✚
|
CT | 0.1 |
|
Saratoga Capital Management LLC
✚
|
AZ | 0.1 |
|
Gordian Capital Japan Limited
✚
|
0.1 | |
|
Ironclad Investments LLC
✚
|
FL | 0.1 |
|
Delancey Asset Management Limited
✚
|
0.1 | |
|
River and Mercantile Asset Management LLC
✚
|
IL | 0.1 |
|
Reciprocal Venture Management LLC
✚
|
NY | 0.1 |