Founders Financial Securities LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Founders Financial Securities LLC
CRD #137945
SEC #801-66892
CIK #1342396
AUM $1.3 BB (85% Disc, 100% US, 2020-03-30)
Employees123 (80% Investors, 76% Brokers)
Phone410-308-9988
Address1020 Cromwell Bridge Road
Towson, MD 21286
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
1330106479853226602006201120162021
Sector Issuer Cap ($MM) Value ($MM)
SHY 41.3
SHV 34.8
SPYV 11.0
VTV 9.6
AGG 9.2
SPY 9.0
SPYG 8.8
BND 8.6
TOTL 7.6
QUAL 7.5
View All
Holdings by Sector ($)
0.30.20.20.10.10.02014201620182020
Comparable Firms State AUM ($BB)
Radnor Financial Advisors Inc
PA 1.3
Bristlecone Advisors LLC
WA 1.3
Legacy One Financial Advisors LLC
TX 1.3
UBK Asset Management PLC
1.3
Morrison Fiduciary Advisors Inc
PA 1.3
Financial Dimensions Group Inc
MN 1.3
Frye Louis Capital Management Inc
IL 1.3
Weston Financial Group Inc
MA 1.3
Independence Advisors LLC
PA 1.3
Crestwood Advisors LLC
MA 1.3
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com