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FOUNDRY FINANCIAL LLC

CRD 300122 · SEC 801-133770

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479 S MARENGO AVE, PASADENA, CA, 91101, United States

Phone

(213) 802-8662

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$232.6M

Discretionary AUM

$232.6M

Team

10 total employees; 7 advisory reps; 53 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-16

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals103$43.3M
High net worth individuals81$189.3M

States served

AZ, CA, DC, GA, LA, MD, MA, NV, NC, OH, VA, WA, TX, NH, HI, CT, FL

All web addresses on file

Official SEC filing: View on IAPD