The Foundry Financial Group, Inc.
The Foundry Financial Group, Inc. is an SEC-registered mass-market adviser in Laconia, NH with $284.2M assets under management (AUM, regulatory AUM), +37% over one year. See who owns The Foundry Financial Group, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 116823, SEC 801-129329, data through 2026-02-20.
- AUM (assets under management / regulatory AUM)
- $284.2M (2026-02-20)
- Firm type
- Mass-Market Adviser
- Location
- Laconia, NH
- Employees
- 11
- Clients
- 296
- CRD
- 116823
- Ownership
- FOGARTY, NATALIE, CLAY; FOGARTY, MICHAEL, HARRINGTON; Anderson, Sarah, Margaret; Rivet, Daniel, Joseph
How much AUM does The Foundry Financial Group, Inc. have?
The Foundry Financial Group, Inc. reported $284.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-20).
Who owns The Foundry Financial Group, Inc.?
Disclosed owners and executives of The Foundry Financial Group, Inc. include FOGARTY, NATALIE, CLAY, FOGARTY, MICHAEL, HARRINGTON, Anderson, Sarah, Margaret, Rivet, Daniel, Joseph. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.