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FOUNDERS FINANCIAL ALLIANCE, LLC

UUID2352acbc-149c-504f-afb8-53648beb110a
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:52
Updated2025-10-23 02:23:52

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 173011 173011 1.0
sec_file_number 801-108700 801-108700

Profile

Websitehttp://foundersfinancialalliance.com
HQ CityRALEIGH
HQ StateNC
HQ CountryUnited States
AUM (USD)
AUM As OfNone

ADV Metrics

Assets & Accounts

  • RAUM (total)1,002,097,380.0
  • RAUM (discretionary)1,001,916,145.0
  • Actionable assets631,655,436.0
  • Accounts3,918.0

Institutional Clients

  • Government AUM
  • Pension AUM33,134,997.0
  • Charitable AUM5,185,764.0
  • HNW AUM578,250,978.0

As of 2025-03-21 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.