FOUNDATION FINANCIAL PLANNING LLP
CRD #115155 SEC #801-64379 MINNEAPOLIS, MN 763-231-2760
SEC Registered
Total AUM
$68.4M
Discretionary
$66.7M
Employees
1
Clients
26
Accounts
577
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2012 | $68.4M | $66.7M | $1.8M | 1 | 225 |
| May 2011 | $63.2M | $62.1M | $1M | 5 | -- |
| Mar 2011 | $63.2M | $62.1M | $1M | 5 | -- |
| Mar 2010 | $56.7M | $55M | $1.7M | 10 | -- |
| Mar 2009 | $46.6M | $45.9M | $695.8K | 10 | -- |
| May 2007 | $61.2M | $60.1M | $1M | 10 | -- |
| May 2007 | $61.2M | $60.1M | $1M | 10 | -- |
| Mar 2006 | $44.5M | $44.5M | $0 | 5 | -- |
| Jun 2005 | $31.6M | $31.6M | $0 | 5 | -- |
| Jun 2005 | $31.6M | $31.6M | $0 | 5 | -- |
DateJan 2012
Total AUM$68.4M
Discretionary$66.7M
Non-Disc.$1.8M
Employees1
Clients225
DateMay 2011
Total AUM$63.2M
Discretionary$62.1M
Non-Disc.$1M
Employees5
Clients--
DateMar 2011
Total AUM$63.2M
Discretionary$62.1M
Non-Disc.$1M
Employees5
Clients--
DateMar 2010
Total AUM$56.7M
Discretionary$55M
Non-Disc.$1.7M
Employees10
Clients--
DateMar 2009
Total AUM$46.6M
Discretionary$45.9M
Non-Disc.$695.8K
Employees10
Clients--
DateMay 2007
Total AUM$61.2M
Discretionary$60.1M
Non-Disc.$1M
Employees10
Clients--
DateMay 2007
Total AUM$61.2M
Discretionary$60.1M
Non-Disc.$1M
Employees10
Clients--
DateMar 2006
Total AUM$44.5M
Discretionary$44.5M
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$31.6M
Discretionary$31.6M
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$31.6M
Discretionary$31.6M
Non-Disc.$0
Employees5
Clients--