FOUNDRY PARTNERS, LLC

1660 W Second Street
Suite 910
Cleveland, Ohio 44113
Tel: 612-376-2800

About FOUNDRY PARTNERS, LLC

FOUNDRY PARTNERS, LLC, formally registered with the SEC as FOUNDRY PARTNERS, LLC. The firm was established in 12/10/2012. They have over 2 offices throughout the country.

FOUNDRY PARTNERS, LLC is a Cleveland, Ohio based Financial Planning firm with nearly $1,750,931,285 assets under management, offering retirement planning & investment advisory services to 65 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	164863
SEC#	801-76953
Assets Managed by Firm	$1,750,931,285
No. of Clients	65
No. of Advisors	17

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	65	$1,750,931,285
High net worth individuals	1	$3,092,083
Pension and profit sharing plans	60	$1,477,723,970

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