AMERICAN FOUNDRY INVESTMENT ADVISORS

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PORTSMOUTH, New Hampshire
CRD number
324813

Firm profile

FINTRX

Overview

American Foundry Investment Advisors is a limited liability company that appears to operate in a compact, non‑public-facing capacity. The firm is not registered as a multi‑state adviser, does not identify as a capital allocator, and is not marked as an active ESG investor. Regulatory/institutional classifications in the source are unclassified. The firm is affiliated with a broker‑dealer, which suggests access to brokerage platforms or transactional capabilities alongside whatever advisory activities it undertakes.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • MICHAEL PONTICELLO

    Chief Executive OfficerCRD 4851169

  • JESSICA MURRAY

    Partner & Chief Compliance OfficerCRD 4675076

  • Thomas Donahue

    President and Chief Investment OfficerCRD 7685439

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PORTSMOUTH, NH

ROCKINGHAM

Location

PORTSMOUTH, NH

Headquartered in PORTSMOUTH, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
ROCKINGHAM
Address
104 Congress St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth