The Foundry Financial Group, Inc.

The Foundry Financial Group, Inc. (CRD# 116823) is a financial advisory firm headquartered in Laconia, NH. They manage $198,750,000 in 745 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
67 Water Street, Suite 101, Laconia, NH 03246
https://www.linkedin.com/in/daniel-rivet/
By the Numbers
  • Total Assets Under Management
    199
    MILLION
  • Total Number of Accounts
    745
    ACCOUNTS
  • Average Account Value
    $266,779
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NH

Financial Advisors at The Foundry Financial Group, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Michael Fogarty, financial advisor Laconia NH
Michael H. Fogarty
CRD#: 2191202
67 Water Street, Suite 101a, Laconia, NH 03246

Michael Fogarty (CRD# 2191202) is an Investment Advisor Representative working at The Foundry Financial Group, Inc. in Laconia, NH and has over 32 years of experience in the finance industry.

2
Daniel Rivet, financial advisor Laconia NH
Daniel J. Rivet
CRD#: 6817858
67 Water Street, Suite 101, Laconia, NH 03246

Daniel Rivet (CRD# 6817858) is an Investment Advisor Representative working at The Foundry Financial Group, Inc. in Laconia, NH and has over 5 years of experience in the finance industry.

3
Joshua Allen, financial advisor Laconia NH
Joshua R. Allen
CRD#: 6767997
67 Water Street, Suite 101, Laconia, NH 03246

Joshua Allen (CRD# 6767997) 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.

4
Sarah Anderson, financial advisor Laconia NH
Sarah M. Anderson
CRD#: 7115768
67 Water Street, Suite 101, Laconia, NH 03246

Sarah Anderson (CRD# 7115768) is an Investment Advisor Representative working at The Foundry Financial Group, Inc. in Laconia, NH and has over 3 years of experience in the finance industry.

5
Christina Bradbury, financial advisor Laconia NH
Christina J. Bradbury
CRD#: 7819804
67 Water Street, Suite 101, Laconia, NH 03246

Christina Bradbury (CRD# 7819804) is an Investment Advisor Representative working at The Foundry Financial Group, Inc. in Laconia, NH and has 1 year 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.

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