The Foundry Financial Group, Inc.

The Foundry Financial Group, Inc. (CRD# 116823) is a financial advisory firm headquartered in Laconia, NH. They manage $82,053,627 in 567 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    82
    MILLION
  • Total Number of Accounts
    567
    ACCOUNTS
  • Average Account Value
    $144,715
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
  • Pension consulting services
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.

MA, NH, NJ

Financial Advisors at The Foundry Financial Group, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Michael H. Fogarty
CRD#: 2191202
67 Water Street, Suite 101a, Laconia, NH 03246
96
Wealthminder
score

Michael Fogarty (CRD# 2191202) is an Investment Advisor Representative working at The Foundry Financial Group, Inc. in Laconia, NH and has over 25 years of experience in the finance industry. Michael Fogarty has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Joel P. Arsenault
CRD#: 5027340
67 Water Street, Suite 101 A, Laconia, NH 03246
93
Wealthminder
score

Joel Arsenault (CRD# 5027340) is an Investment Advisor Representative working at The Foundry Financial Group, Inc. in Laconia, NH and has over 8 years of experience in the finance industry.

3
Jaimie L. Sousa
CRD#: 6236917
67 Water Street, Suite 101 A, Laconia, NH 03246
88
Wealthminder
score

Jaimie Sousa (CRD# 6236917) is an Investment Advisor Representative working at The Foundry Financial Group, Inc. in Laconia, NH and has over 2 years of experience in the finance industry.

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