Foundry Financial LLC

RIASEC RegisteredEst. 2025

Total AUM

$233M

Discretionary

$233M

100% of AUM

Avg account

$372K

Accounts

626

Employees

Advisory reps

Firm details

Headquarters: Pasadena, California
CRD number: 300122
Registered since: June 27, 2025
Website: www.foundryfinancial.org
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI81.4%
Individuals18.6%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Foundry Financial LLC is an independent, individual-owned Registered Investment Adviser that provides financial planning and portfolio management for individuals and small businesses. The firm also serves as a capital allocator, selecting third-party advisers and fund managers on behalf of clients rather than relying solely on in-house proprietary products. Its fee arrangements combine an asset-based percentage with fixed fees. Foundry reports not being an active ESG investor and is not designated as a multi-state adviser on its filings. The firm lists an accounting affiliation, which suggests integration of tax or accounting expertise into client work. SEC registration year on record is 2025.