Foundation Services LLC

Foundation Services LLC (CRD# 140125) is a financial advisory firm headquartered in Greenwich, CT. They manage $47,937,225 in 2 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $23,968,613
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

CT, PA

Financial Advisors at Foundation Services LLC
Showing 1 - 1 of 1 top financial advisors.
1
Geoffrey M. Parkinson
CRD#: 2180284
640 West Putnam Avenue, 3rd Floor, Greenwich, CT 06830
93
Wealthminder
score

Geoffrey Parkinson (CRD# 2180284) is an Investment Advisor Representative working at Foundation Services LLC in Greenwich, CT and has over 25 years of experience in the finance industry.

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