RIA Intel›Advisers›New Hampshire›THE FOUNDRY FINANCIAL GROUP, INC.

THE FOUNDRY FINANCIAL GROUP, INC.

Advisory

N·LACONIA, NH

Data as of Feb 19, 2026 · Source: SEC Form ADV

Total AUM
$284M
1-Year AUM Growth
+4.6%
3-Year CAGR
+8.7%
Employees
6
Assets Under Management
Total AUM$284M
Discretionary AUM$281M
Non-Discretionary AUM$3M
Discretionary %98.8%
Total Clients345
Team
Total Employees6
Investment Advisers11
Employee Growth (1Y)-37.5%
Filing History
Total Filings on Record25
First FilingDec 14, 2005
Latest FilingFeb 19, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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