…
About FOUNDRY CAPITAL MANAGEMENT
FOUNDRY CAPITAL MANAGEMENT is a premier financial advisory firm dedicated to helping clients achieve their financial goals. With a team of experienced financial experts, FOUNDRY CAPITAL MANAGEMENT provides comprehensive financial planning, investment management, and other financial services to individuals and businesses.
How does the advisor help clients – Key Takeaways:
- Comprehensive financial planning tailored to each client’s specific needs and goals
- Expert investment management utilizing a diversified portfolio approach
- Access to a wide range of financial services to meet all financial needs
- Personalized and transparent client experience
Facts and Insights
At FOUNDRY CAPITAL MANAGEMENT, our goal is to help clients make informed decisions about their finances. We believe that by providing accurate and up-to-date information, we can help clients achieve their financial aspirations. Here are some key facts and insights about our firm:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
At FOUNDRY CAPITAL MANAGEMENT, we offer a wide range of financial services to cater to all financial needs. Some of our services include:
- Retirement planning
- Estate planning
- Investment management
- Tax planning
- Insurance needs analysis
- Debt management
Client Types
Our clients come from diverse backgrounds and have varying financial needs. At FOUNDRY CAPITAL MANAGEMENT, we cater to:
- High-net-worth individuals
- Retirees
- Young professionals
- Business owners
Fees & Compensation
At FOUNDRY CAPITAL MANAGEMENT, we believe in transparency and honesty when it comes to fees and compensation. We charge a fee based on a percentage of assets under management, ensuring that our interests are aligned with those of our clients. We do not receive any commissions on the sale of financial products, eliminating any potential conflicts of interest.
Background
FOUNDRY CAPITAL MANAGEMENT was founded in 2005 with a mission to provide exceptional financial advice and services to clients. Since then, we have grown into a leading financial advisory firm with a team of dedicated and experienced professionals. Our firm is registered with the Securities and Exchange Commission (SEC) and adheres to strict regulatory guidelines, ensuring the highest level of professionalism and integrity.
Financial Advisor Disclosures to Know
As a registered investment advisor, FOUNDRY CAPITAL MANAGEMENT is required to disclose any potential conflicts of interest to clients. In the interest of transparency, we want our clients to be aware of any potential conflicts of interest that may arise, and we are committed to providing unbiased and objective financial advice at all times.