The Foundation Investment Group
The Foundation Investment Group is an SEC-registered wealth manager in Lafayette, CA with $286.5M assets under management (AUM, regulatory AUM), +12% over one year. See who owns The Foundation Investment Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 318369, SEC 801-123159, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $286.5M (2026-03-25)
- Firm type
- Wealth Manager
- Location
- Lafayette, CA
- Employees
- 6
- Clients
- 151
- CRD
- 318369
- Ownership
- GALLEGOS, ADAM, DANIEL; GONZALES, MICHAEL, DAVID
How much AUM does The Foundation Investment Group have?
The Foundation Investment Group reported $286.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns The Foundation Investment Group?
Disclosed owners and executives of The Foundation Investment Group include GALLEGOS, ADAM, DANIEL, GONZALES, MICHAEL, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.