|
⚲
|
| Foundry Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 300794 |
| SEC # | 801-120987 |
| CIK # | |
| AUM | $112.9 MM (2023-03-21) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 443-692-8833 |
| Address | 921 E Fort Avenue Baltimore, MD 21230 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 42 | 16.1 |
| (b) Individuals (high net worth individuals) | 23 | 96.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 266 | 112.9 |
| By Discretionary | ||
| Discretionary | 266 | 112.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 266 | 112.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 112.9 | |
| Total | 266 | 112.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
G Dewayne McAnally LLC
✚
|
OK | 0.1 |
|
Spinosa Wealth Management Group LLC
✚
|
LA | 0.1 |
|
Freedom Family Office LLC
✚
|
NY | 0.1 |
|
Newday Funds Inc
✚
|
CA | 0.1 |
|
Stumpf Capital Management LLC
✚
|
AZ | 0.1 |
|
AXIM Wealth Management LLC
✚
|
OH | 0.1 |
|
Korving & Company LLC
✚
|
VA | 0.1 |
|
Independent Financial Advisors Inc
✚
|
AR | 0.1 |
|
MJT & Associates Financial Advisory Group Inc
✚
|
MN | 0.1 |
|
Wynwood Capital LLC
✚
|
FL | 0.1 |