The Foundry Financial Group, Inc.
● SEC registered since 2024CRD 116823SEC# 801-129329Laconia, NH
Reg. AUM
$284.2M
Employees
11
Accounts
1,206
Location
Laconia, NH
The Foundry Financial Group, Inc. assets under management
The Foundry Financial Group, Inc. is a registered investment adviser overseen by the SEC based in Laconia, NH. The firm has been registered since 2024. It reports $284.2 million in regulatory assets under management and employs 11 people.
The Foundry Financial Group, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Joseph Rivet | Owner, Vice President | 5-10% | 2025 |
| Michael Harrington Fogarty Control | President/Owner/Chief Compliance Officer | Over 75% | 2005 |
| Sarah Margaret Anderson | Owner, Treasurer | Under 5% | 2025 |
Frequently asked questions
How much does The Foundry Financial Group, Inc. manage?
The Foundry Financial Group, Inc. reports $284.2 million in regulatory assets under management on its Form ADV.
How many employees does The Foundry Financial Group, Inc. have?
The Foundry Financial Group, Inc. reports 11 employees.
Where is The Foundry Financial Group, Inc. located?
The Foundry Financial Group, Inc. is based in Laconia, NH and has been SEC-registered since 2024.
Does The Foundry Financial Group, Inc. disclose fund performance?
The Foundry Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 67 Water Street, Suite 101, Laconia, NH 03246-3300 |
| Phone | 603-528-5171 |
| Fax | 603-524-0769 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 2007960 |
| Discloses disciplinary history | No |
Regulatory AUM
$284.2M▲ 37%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$284.2Mregulatory AUM
Discretionary $280.9MNon-discretionary $3.3M