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Founder Family Financial, LLC

● SEC registered since 2024CRD 171978SEC# 801-129971Austin, TX
Export (members)
Reg. AUM
$267.8M
Employees
3
Accounts
288
Location
Austin, TX

Founder Family Financial, LLC assets under management

Founder Family Financial, LLC operates as an SEC-registered investment adviser based in Austin, TX. The firm has been registered since 2024. It reports $267.8 million in regulatory assets under management and employs 3 people.
www.f3financial.comView on SEC.gov ↗

Founder Family Financial, LLC owners & executives

1 reported
NameTitleOwnershipSince
Robert Lee Berger ControlManaging Member/Chief Compliance OfficerOver 75%2014

Frequently asked questions

How much does Founder Family Financial, LLC manage?

Founder Family Financial, LLC reports $267.8 million in regulatory assets under management on its Form ADV.

How many employees does Founder Family Financial, LLC have?

Founder Family Financial, LLC reports 3 employees.

Where is Founder Family Financial, LLC located?

Founder Family Financial, LLC is based in Austin, TX and has been SEC-registered since 2024.

Does Founder Family Financial, LLC disclose fund performance?

Founder Family Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5524 Bee Caves Rd, Bldg A1, Austin, TX 78746
Phone843-621-0435
Office hours8:30 a.m. - 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$267.8M
Non-discretionary$0
Total (RAUM)$267.8M