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| Foundry Wealth Advisors LLC
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| |
|---|---|
| CRD # | 300794 |
| SEC # | 801-120987 |
| CIK # | |
| AUM | $124.9 MM (2024-03-20) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 443-692-8833 |
| Address | 921 E Fort Avenue Baltimore, MD 21230 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 43 | 17.3 |
| (b) Individuals (high net worth individuals) | 26 | 107.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 285 | 124.9 |
| By Discretionary | ||
| Discretionary | 285 | 124.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 285 | 124.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 124.9 | |
| Total | 285 | 124.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Owlfi RIA LLC
✚
|
KS | 0.1 |
|
SFGA LLC
✚
|
HI | 0.1 |
|
Pacesetter Financial Group LLC
✚
|
IL | 0.1 |
|
Martin Capital Advisors LLP
✚
|
TX | 0.1 |
|
CLIO Asset Management LLC
✚
|
VA | 0.1 |
|
Lumida Wealth Management LLC
✚
|
NY | 0.1 |
|
Viable Planning LLC
✚
|
PA | 0.1 |
|
Pathways Wealth Management Inc
✚
|
OH | 0.1 |
|
Sieben Wealth Planning LLC
✚
|
MN | 0.1 |
|
Hinchley Advisory Group LLC
✚
|
CO | 0.1 |