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FOUNDERS FINANCIAL ALLIANCE, LLC

9212 Falls Of Neuse Rd., Suite 221
Raleigh, North Carolina 27615
Tel: 855-860-5940

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About FOUNDERS FINANCIAL ALLIANCE, LLC

FOUNDERS FINANCIAL ALLIANCE, LLC, formally registered with the SEC as FOUNDERS FINANCIAL ALLIANCE, LLC. The firm was established in 11/21/2016. They have over 14 offices throughout the country.

FOUNDERS FINANCIAL ALLIANCE, LLC is a Raleigh, North Carolina based Financial Planning firm with nearly $617,123,862 assets under management, offering retirement planning & investment advisory services to 2661 clients. The firm is staffed with 28 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#173011
SEC#801-108700
Assets Managed by Firm$617,123,862
No. of Clients2661
No. of Advisors28

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total2661$617,123,862
Individuals (other than high net worth individuals)1613$203,659,858
High net worth individuals914$393,676,183
Pension and profit sharing plans99$10,161,045
Charitable organizations11$5,442,851
Corporations or other businesses24$4,183,925

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