9212 Falls Of Neuse Rd., Suite 221
Raleigh, North Carolina 27615
Tel: 855-860-5940
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 173011 |
SEC# | 801-108700 |
Assets Managed by Firm | $617,123,862 |
No. of Clients | 2661 |
No. of Advisors | 28 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2661 | $617,123,862 |
Individuals (other than high net worth individuals) | 1613 | $203,659,858 |
High net worth individuals | 914 | $393,676,183 |
Pension and profit sharing plans | 99 | $10,161,045 |
Charitable organizations | 11 | $5,442,851 |
Corporations or other businesses | 24 | $4,183,925 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$714,587,898,072 | 76254 | 1338 | |
$367,167,074,976 | 4060 | 932 | |
$273,040,118,322 | 333 | 1029 | |
$235,232,798,890 | 7030 | 418 | |
$62,841,626,948 | 3390 | 180 |
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