Founders Financial Alliance

Trust Score 86%
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Last updated: August 11th, 2019. Data source: SEC filings.


Founders Financial Alliance, federally registered in 2016, is a Registered Investment Advisor (RIA) in 15 state(s) with a licensed staff of 19 advisors. Founders Financial Alliance manages $250.3 million and provides investment advisory services for 521 clients (1:28 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $25,000
Average Client Balance $480,354
Hybrid Advisor No
Disciplinary History No
Total AUM $250.3 million
Advisor / Client Ratio 1:28
Headquarters Chapel Hill, NC
SEC Filings Forms and Brochures    (CRD # 173011)
State(s) Registered CA, CT, FL, IN, LA, NH, NM, NC, OH, OR, PA, SC, TX, WV, WI

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