FOUNDERS FINANCIAL ALLIANCE, LLC

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

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 16 offices throughout the country.

FOUNDERS FINANCIAL ALLIANCE, LLC is a Raleigh, North Carolina based Financial Planning firm with nearly $700,896,438 assets under management, offering retirement planning & investment advisory services to 3033 clients. The firm is staffed with 28 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	173011
SEC#	801-108700
Assets Managed by Firm	$700,896,438
No. of Clients	3033
No. of Advisors	28

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	3033	$700,896,438
Individuals (other than high net worth individuals)	1813	$198,138,176
High net worth individuals	1064	$461,767,125
Pension and profit sharing plans	114	$18,934,784
Charitable organizations	11	$3,001,098
Corporations or other businesses	31	$19,055,255

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