Foundation Capital Management, LLC
Foundation Capital Management, LLC (CRD# 142659) is a financial advisory firm headquartered in East Norriton, PA. They manage $134,420,947 in 365 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Foundation Capital Management, LLC
By the Numbers
-
Total Assets Under Management134MILLION
-
Total Number of Accounts365ACCOUNTS
-
Average Account Value$368,277
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA
Financial Advisors at Foundation Capital Management, LLC
1
Charles Minnich (CRD# 1991467) is an Investment Advisor Representative working at Foundation Capital Management, LLC in East Norriton, PA and has over 34 years of experience in the finance industry.
2
Michael Natale (CRD# 1333587) is an Investment Advisor Representative working at Foundation Capital Management, LLC in East Norriton, PA and has over 39 years of experience in the finance industry.
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