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FOUNDATION ENERGY MANAGEMENT
5057 Keller Springs Road
Suite 650
Addison, Texas 75001
Tel: 972-707-2500
About FOUNDATION ENERGY MANAGEMENT
FOUNDATION ENERGY MANAGEMENT, formally registered with the SEC as FOUNDATION ENERGY MANAGEMENT. The firm was established in 03/16/2012. They have over 1 offices throughout the country.
FOUNDATION ENERGY MANAGEMENT is a Addison, Texas based Financial Planning firm with nearly $360,380,987 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 120 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 161141 |
| SEC# | 801-73633 |
| Assets Managed by Firm | $360,380,987 |
| No. of Clients | 9 |
| No. of Advisors | 120 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 9 | $360,380,987 |
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