401 W. Capitol, Suite 503
Little Rock, Arkansas 72201
Tel: 501-534-2675
FOUNDATION RESOURCE MANAGEMENT, INC, formally registered with the SEC as FOUNDATION RESOURCE MANAGEMENT, INC. The firm was established in 11/21/2001. They have over 1 offices throughout the country.
FOUNDATION RESOURCE MANAGEMENT, INC. is a Little Rock, Arkansas based Financial Planning firm with nearly $849,576,721 assets under management, offering retirement planning & investment advisory services to 538 clients. The firm is staffed with 10 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 116359 |
SEC# | 801-60714 |
Assets Managed by Firm | $849,576,721 |
No. of Clients | 538 |
No. of Advisors | 10 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 538 | $849,576,721 |
Individuals (other than high net worth individuals) | 43 | $18,250,521 |
High net worth individuals | 149 | $527,336,984 |
Pension and profit sharing plans | 9 | $67,438,349 |
Charitable organizations | 21 | $134,874,018 |
Corporations or other businesses | 8 | $100,439,172 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$13,304,755,860 | 21432 | 658 | |
$6,566,514,163 | 115 | 22 | |
$2,809,119,381 | 12450 | 122 | |
$2,704,710,870 | 7899 | 247 | |
$1,476,780,500 | 722 | 22 |
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