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The Foundry Financial Group, Inc.

● SEC registered since 2024CRD 116823SEC# 801-129329Laconia, NH
Export (members)
Reg. AUM
$207.9M
Employees
9
Accounts
1,009
Location
Laconia, NH

The Foundry Financial Group, Inc. assets under management

The Foundry Financial Group, Inc. is a registered investment adviser overseen by the SEC based in Laconia, NH. The firm has been registered since 2024. It reports $207.9 million in regulatory assets under management and employs 9 people.
www.linkedin.com/company/foundryfinancialgroupView on SEC.gov ↗

The Foundry Financial Group, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Michael Harrington Fogarty ControlPresident/Owner/Chief Compliance OfficerOver 75%2005

Frequently asked questions

How much does The Foundry Financial Group, Inc. manage?

The Foundry Financial Group, Inc. reports $207.9 million in regulatory assets under management on its Form ADV.

How many employees does The Foundry Financial Group, Inc. have?

The Foundry Financial Group, Inc. reports 9 employees.

Where is The Foundry Financial Group, Inc. located?

The Foundry Financial Group, Inc. is based in Laconia, NH and has been SEC-registered since 2024.

Does The Foundry Financial Group, Inc. disclose fund performance?

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

Contact & registration

Address67 Water Street, Suite 101, Laconia, NH 03246-3300
Phone603-528-5171
Fax603-524-0769
Office hours8 a.m. - 5 p.m.
SEC regionBoston Regional Office (BRO)
CIK2007960
Discloses disciplinary historyNo

Assets under management

Discretionary$204.5M
Non-discretionary$3.4M
Total (RAUM)$207.9M