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| Happy Holidays!! thanks for using AUM13F!! |
| Founders Financial Securities LLC
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| CRD # | 137945 |
| SEC # | 801-66892 |
| CIK # | 0001342396 |
| AUM | $3.3 B (2025-04-22) |
| Employees | 141 (65% Investors, 63% Brokers) |
| Phone | 410-308-9988 |
| Address | 1026 Cromwell Bridge Road Towson, MD 21286 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 30.5 | ||
| Apple Inc | 19.5 | ||
| Microsoft Corp | 17.3 | ||
| Amazon Com Inc | 11.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8,036 | 1.8 |
| (b) Individuals (high net worth individuals) | 727 | 1.1 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 220 | 0.4 |
| (h) Charitable organizations | 21 | 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 | 17 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 17,774 | 3.3 |
| By Discretionary | ||
| Discretionary | 16,891 | 3.0 |
| Non-Discretionary | 883 | 0.3 |
| Total | 17,774 | 3.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.3 | |
| Total | 17,774 | 3.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001342396] |
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