Facts and Insights
FOUNDRY GROUP, LLC is a financial advisor firm that was founded in 2007. It has grown to become a leader in the financial industry, providing expert services to clients all over the country. With years of experience and a team of knowledgeable and dedicated advisors, FOUNDRY GROUP, LLC is committed to helping clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
- Offering personalized financial services tailored to each client’s unique needs and goals
- Providing expert financial advice and guidance backed by years of experience and knowledge
- Focusing on long-term investment strategies and building strong client-advisor relationships
- Utilizing cutting-edge technology and tools to help clients make informed financial decisions
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2.5 billion | 10 | 14 years |
Financial Services Offered
FOUNDRY GROUP, LLC offers a wide range of financial services to help clients with their various financial needs and goals. These services include but are not limited to:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
FOUNDRY GROUP, LLC works with a diverse range of clients, including individuals, families, businesses, and institutions. No matter the client type, the firm is committed to providing personalized and exceptional financial services to help clients achieve their unique goals and objectives.
Fees & Compensation
FOUNDRY GROUP, LLC charges a fee based on a percentage of assets under management. This means that the firm’s compensation is tied to the success of the client’s investments, aligning the advisor’s interests with the client’s interests. The firm’s fees are competitive and transparent, with no hidden costs or commissions.
Background
FOUNDRY GROUP, LLC is headquartered in Boulder, Colorado. It was founded in 2007 by a team of experienced financial advisors with a shared passion for helping clients achieve their financial goals. The firm has since grown to become a trusted name in the industry, known for its tailored and expert financial services.
Financial Advisor Disclosures to Know
As a registered investment advisor, FOUNDRY GROUP, LLC is committed to transparency and compliance. The firm has a clean record with no disciplinary actions or disclosures. Clients can rest assured that their investments are in capable and trustworthy hands with FOUNDRY GROUP, LLC.