The Foundry Financial Group, Inc.
Firm details
- Headquarters
- Laconia, New Hampshire
- CRD number
- 116823
- Registered since
- January 10, 2024
- Website
- www.foundryadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI84.57%
- Individuals12.23%
- Pension & Profit Sharing Plans3.2%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
The Foundry Financial Group, Inc. operates as an independent registered investment adviser organized as a corporation and SEC-registered in 2024. The firm is owned by an individual and positions itself as a capital allocator that works with both individual/family clients and institutional investors. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Service offerings emphasize financial planning, portfolio management for individuals and small businesses, selection of outside advisers, and pension consulting services. The firm does not identify as an active ESG investor in the available data and is not shown as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds97%
- Cash & Cash Equivalents2%
- Exchange Traded Equities1%
Contacts
3 of 7
Sarah Anderson
Wealth Management AdvisorCRD 7115768
Rachel Dadian
Client Service SpecialistCRD 7435501
Joshua Allen
Wealth Management AdvisorCRD 6767997
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 66Active vs passive
$247M in ETFs
54%
$133M
46%
$114M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $23.8M | 31,807 | 9.62% |
Location
Laconia, NH
Belknap
Location
Laconia, NH
Headquartered in Laconia, 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
- Belknap
- Address
- 67 Water St
- Time zone
- ET (UTC-5)
- Office locations
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