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THE FOUNDATION INVESTMENT GROUP
3466 Mt. Diablo Blvd.
Suite C-201
Lafayette, California 94549
Tel: 925-298-5840
About THE FOUNDATION INVESTMENT GROUP
THE FOUNDATION INVESTMENT GROUP, formally registered with the SEC as THE FOUNDATION INVESTMENT GROUP. The firm was established in 02/04/2022. They have over 3 offices throughout the country.
THE FOUNDATION INVESTMENT GROUP is a Lafayette, California based Financial Planning firm with nearly $241,926,123 assets under management, offering retirement planning & investment advisory services to 532 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 318369 |
| SEC# | 801-123159 |
| Assets Managed by Firm | $241,926,123 |
| No. of Clients | 532 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 532 | $241,926,123 |
| Individuals (other than high net worth individuals) | 42 | $13,307,088 |
| High net worth individuals | 101 | $228,619,035 |
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