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How does the advisor help clients – Key Takeaways:
The Foundry Financial Group, Inc. is a financial services firm that specializes in providing expert advice and management for their clients’ financial needs. They have a team of experienced professionals who offer personalized solutions based on each client’s unique financial goals and objectives.
Facts and Insights
The Foundry Financial Group, Inc. was founded in 2005 and is based in Raleigh, North Carolina. They have over 50 advisors and currently manage assets worth over $2 billion for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | over 50 | Founded in 2005 |
Financial Services Offered
The Foundry Financial Group, Inc. offers a comprehensive range of financial services to their clients including wealth management, retirement planning, tax planning, estate planning, and investment management. They also provide access to a variety of insurance products and alternative investments.
Client Types
The Foundry Financial Group, Inc. caters to a diverse range of clients including high net worth individuals, families, and businesses. They have extensive experience working with clients from various industries and backgrounds.
Fees & Compensation
The team at The Foundry Financial Group, Inc. works on a fee-only basis, which means they do not receive commissions for recommending specific products to their clients. This ensures that they always act in the best interest of their clients and provide unbiased advice.
Background
The Foundry Financial Group, Inc. was founded by a team of financial experts with over 50 years of combined experience in the industry. They have a deep understanding of the financial markets and are constantly staying up-to-date with the latest trends and developments in the industry.
Financial Advisor Disclosures to Know
As a registered investment advisor, The Foundry Financial Group, Inc. is required to disclose any conflicts of interest and disciplinary actions with their clients. They have a clean record with no disciplinary actions and are committed to maintaining transparency with their clients at all times.