Founder Family Financial, LLC
Founder Family Financial, LLC (CRD# 171978) is a financial advisory firm headquartered in , . They manage $270,833,123 in 267 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Founder Family Financial, LLC
By the Numbers
-
Total Assets Under Management271MILLION
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Total Number of Accounts267ACCOUNTS
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Average Account Value$1,014,356
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
SC, TX
Financial Advisors at Founder Family Financial, LLC
1
Robert Berger (CRD# 5898047) is an Investment Advisor Representative working at Founder Family Financial, LLC in Austin, TX and has over 12 years of experience in the finance industry.
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