Foundation Energy Management

Foundation Energy Management (CRD# 161141) is a financial advisory firm headquartered in Dallas, TX. They manage $335,062,717 in 8 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    335
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $41,882,840
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, OK, TX

Financial Advisors at Foundation Energy Management
No Advisor Found.
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