|
⚲
|
| The Foundry Financial Group Inc
✚
|
|
|---|---|
| CRD # | 116823 |
| SEC # | 801-129329 |
| CIK # | 0001644978, 0002085325, 0002007960 |
| AUM | $284.2 M (2026-02-20) |
| Employees | 11 (55% Investors, 0% Brokers) |
| Phone | 603-528-5171 |
| Address | 67 Water Street Laconia, NH 03246-3300 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| CME Group Inc | 2.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 149 | 34.8 |
| (b) Individuals (high net worth individuals) | 145 | 240.4 |
| (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 | 2 | 9.1 |
| (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 | 1,206 | 284.2 |
| By Discretionary | ||
| Discretionary | 1,195 | 280.9 |
| Non-Discretionary | 11 | 3.3 |
| Total | 1,206 | 284.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 284.2 | |
| Total | 1,206 | 284.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001644978] | |
| 13F-NT | [0001644978] | |
| 13F-HR | [0002007960] | |
| 13F-HR | [0002085325] |
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|---|---|---|
|
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|
OK | 0.3 |
|
Open Window Financial Solutions Ltd
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NV | 0.3 |
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FDI Wealth Management LLC
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