Foundation Resource Management, Inc.

RIASEC RegisteredEst. 2001

Total AUM

$1.1B

Discretionary

$1.1B

100% of AUM

Avg account

$1.9M

Accounts

597

Employees

Advisory reps

Firm details

Headquarters: Little Rock, Arkansas
CRD number: 116359
Registered since: November 21, 2001
Website: www.frmlr.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM
Client types: HNWI65.81%
Charitable Organizations14.9%
Corporations / Businesses10.13%
Pension & Profit Sharing Plans6.12%
Individuals2.92%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Foundation Resource Management, Inc. is a privately owned, SEC-registered advisory firm that has been operating since 2001. It serves both individual and family clients as well as institutional clients, charging fees based on a percentage of assets under management. The firm’s advisory scope centers on discretionary portfolio management for individuals, small businesses and other institutions. Foundation Resource Management does not identify as an active ESG investor and is not registered as a multi-state adviser or pension consultant. The firm earned placement on CNBC’s Top 100 Financial Advisory Firms list in both 2019 and 2020.