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FOUNDERS FINANCIAL SECURITIES, LLC

UUID5b7676fa-813b-5e04-b28d-6b05996b072d
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:50
Updated2025-10-23 02:23:50

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 137945 137945 1.0
cik 0001342396 1342396
sec_file_number 801-66892 801-66892

Profile

WebsiteHTTP://WWW.DREAMBRIDGEPLANNING.COM
HQ CityTOWSON
HQ StateMD
HQ CountryUnited States
AUM (USD)
AUM As OfNone

ADV Metrics

Assets & Accounts

  • RAUM (total)3,317,831,000.0
  • RAUM (discretionary)3,026,933,135.0
  • Actionable assets1,535,882,630.0
  • Accounts17,774.0

Institutional Clients

  • Government AUM
  • Pension AUM382,417,047.0
  • Charitable AUM13,676,150.0
  • HNW AUM1,131,530,344.0

As of 2025-04-22 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.