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THE FOUNDRY FINANCIAL GROUP, INC.
CRD 116823 · SEC 801-129329
67 WATER STREET, SUITE 101, LACONIA, NH, 03246-3300, United States
Phone
603-528-5171
Fax
603-524-0769
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$284.2M
Discretionary AUM
$280.9M
Team
11 total employees; 6 advisory reps; 14 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 149 | $34.8M |
| High net worth individuals | 145 | $240.4M |
| Pension/profit sharing plans | 2 | $9.1M |
States served
MA, NJ, TX, NH, FL
All web addresses on file
- https://www.linkedin.com/company/foundryfinancialgroup/
- https://www.facebook.com/TheFoundryFinancialGroupInc
- https://www.facebook.com/mfogarty33
- https://www.linkedin.com/in/michaelhfogarty
- HTTPS://WWW.FOUNDRYADVISORS.COM
- https://x.com/MFogartyNH
- https://www.linkedin.com/in/sarah--anderson/
- https://www.linkedin.com/in/daniel-rivet/
Official SEC filing: View on IAPD