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 $918,374,450 assets under management, offering retirement planning & investment advisory services to 609 clients. The firm is staffed with 11 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 116359 |
SEC# | 801-60714 |
Assets Managed by Firm | $918,374,450 |
No. of Clients | 609 |
No. of Advisors | 11 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 609 | $918,374,450 |
Individuals (other than high net worth individuals) | 51 | $22,826,084 |
High net worth individuals | 166 | $601,744,094 |
Pension and profit sharing plans | 10 | $63,432,526 |
Charitable organizations | 21 | $136,586,447 |
Corporations or other businesses | 8 | $92,631,321 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$14,783,890,572 | 21924 | 629 | |
$7,463,667,271 | 162 | 23 | |
$3,329,402,135 | 13257 | 157 | |
$2,593,400,723 | 7674 | 252 | |
$2,346,620,000 | 4 | 4 |
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