The Foundry Financial Group, Inc. (Laconia)

Name: The Foundry Financial Group, Inc.
Address: 67 Water Street, Laconia, NH, 03246 3300
Telephone: 603-528-5171

The Foundry Financial Group, Inc. is an adviser based in Laconia. It manages $65.78 million of regulatory assets for 164 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Massachusetts, New Hampshire, and New Jersey.

The Foundry Financial Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

The Foundry Financial Group: assets under management

The assets under management (AUM) of The Foundry Financial Group, Inc. is $65.78 million. The firm's AUM has grown by 43% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $53.49 million in discretionary accounts and $12.29 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $359 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $819.21 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Foundry Financial Group, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at The Foundry Financial Group, Inc.

Michael Harrington Fogarty has been acting as President since 1 Mar 2005. Natalie Clay Fogarty joined the executive team most recently as the Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Natalie Clay Fogarty	Treasurer	1 Mar 2005	Other	1362165
Michael Harrington Fogarty	President/owner	1 Mar 2005	75% - 100%	2191202

Based in Laconia

The principal office where The Foundry Financial Group, Inc. performs its advisory services is located at 67 Water Street, Laconia, NH 03246 3300, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 603-528-5171 or by fax 603-524-0769. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.foundryadvisors.com.