THE FOUNDATION INVESTMENT GROUP - Financial Advisor in California, Lafayette

Tel: 925-298-5840 3466 Mt. Diablo Blvd. Suite C-201 Lafayette, California 94549

About THE FOUNDATION INVESTMENT GROUP

THE FOUNDATION INVESTMENT GROUP is a Lafayette, California based financial advisory firm with nearly $241,926,123 in assets under management and provides investment advisory services for 532 clients. There are currently 6 financial advisors at the firm.

General Information

Firm CRD#:

318369

Firm SEC#:

801-123159

Assets Under Management:

$241,926,123

No. of Clients:

532

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

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