Foundation Financial Inc.

Foundation Financial Inc. (CRD# 168147) is a financial advisory firm headquartered in Green's Farms, CT. They manage $10,737,999 in 37 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
Po Box 434, Green's Farms, CT 06838
http://www.foundfin.com
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $290,216
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, NY

Financial Advisors at Foundation Financial Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Sara Leydon, financial advisor Westport CT
Sara R. Leydon
CRD#: 6224654
Westport, CT

Sara Leydon (CRD# 6224654) is an Investment Advisor Representative working at Foundation Financial Inc. in Westport, CT and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals