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Foundry Financial LLC

● SEC registered since 2025CRD 300122SEC# 801-133770Los Angeles, CA
Export (members)
Reg. AUM
$104.7M
Employees
4
Accounts
443
Location
Los Angeles, CA

Foundry Financial LLC assets under management

Foundry Financial LLC operates as an SEC-registered investment adviser based in Los Angeles, CA. The firm has been registered since 2025. It reports $104.7 million in regulatory assets under management and employs 4 people.
www.foundryfinancial.orgView on SEC.gov ↗

Foundry Financial LLC owners & executives

1 reported
NameTitleOwnershipSince
Kevin D Lum ControlCeo, Cco, MemberOver 75%2019

Frequently asked questions

How much does Foundry Financial LLC manage?

Foundry Financial LLC reports $104.7 million in regulatory assets under management on its Form ADV.

How many employees does Foundry Financial LLC have?

Foundry Financial LLC reports 4 employees.

Where is Foundry Financial LLC located?

Foundry Financial LLC is based in Los Angeles, CA and has been SEC-registered since 2025.

Does Foundry Financial LLC disclose fund performance?

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

Contact & registration

Address12130 Millennium Dr, Suite 300, Los Angeles, CA 90094
Phone(213) 802-8662
Office hoursBy Appointment Only
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$104.7M
Non-discretionary$0
Total (RAUM)$104.7M