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Founders Financial Alliance, LLC

● SEC registered since 2016CRD 173011SEC# 801-108700Raleigh, NC
Export (members)
Reg. AUM
$1B
Employees
32
Accounts
3,918
Location
Raleigh, NC

Founders Financial Alliance, LLC assets under management

Founders Financial Alliance, LLC is a registered investment adviser overseen by the SEC based in Raleigh, NC. The firm has been registered since 2016. It reports $1 billion in regulatory assets under management and employs 32 people.

Founders Financial Alliance, LLC owners & executives

4 reported
NameTitleOwnershipSince
Founders Wealth Holdings, LLC ControlHolding CompanyOver 75%2018
James Allen Sloop ControlChief Compliance OfficerUnder 5%2017
Tommy Wayne Porter ControlManaging MemberUnder 5%2014
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Frequently asked questions

How much does Founders Financial Alliance, LLC manage?

Founders Financial Alliance, LLC reports $1 billion in regulatory assets under management on its Form ADV.

How many employees does Founders Financial Alliance, LLC have?

Founders Financial Alliance, LLC reports 32 employees.

Where is Founders Financial Alliance, LLC located?

Founders Financial Alliance, LLC is based in Raleigh, NC and has been SEC-registered since 2016.

Does Founders Financial Alliance, LLC disclose fund performance?

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

Contact & registration

Address9212 Falls of Neuse Rd., Suite 221, Raleigh, NC 27615
Phone855-860-5940
Fax919-636-7342
Office hoursBy Appointment
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1B
Non-discretionary$181K
Total (RAUM)$1B