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Foster & Motley Review

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The following automated report was generated using SEC and FINRA data and was last updated on June 1st, 2020*. For data support, email "support@investor.com". Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. Learn more.

Foster & Motley, registered in 1996, is a Registered Investment Advisor (RIA) in 15 state(s) with a licensed staff of 19 advisors. Foster & Motley manages $1.5 billion and provides investment advisory services for 698 clients (1:37 advisor/client ratio).

Trusted

Firm Information Value
Overall Rating
Advisors Directory View Directory
Avg Advisor Years Registered 14
Minimum Investment $1,000,000
Average Client Balance $2,200,443
Total AUM $1.5 billion
Advisor / Client Ratio 1:37
Headquarters Cincinnati, OH
SEC Filings View SEC IAPD CRD #106905
State(s) Registered CA, CO, FL, GA, IL, IN, KY, LA, MI, MN, NJ, NY, NC, OH, TX


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*SEC data last verified 06/01/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.


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