THE FOUNDRY FINANCIAL GROUP, INC.
CRD #116823 SEC #801-129329 LACONIA, NH 603-528-5171
SEC Registered
Total AUM
$250M
Discretionary
$246.6M
Employees
10
Clients
251
Accounts
1,108
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $250M | $246.6M | $3.4M | 10 | 59 |
| Dec 2025 | $250M | $246.6M | $3.4M | 10 | 59 |
| Jun 2025 | $207.9M | $204.5M | $3.4M | 9 | 225 |
| Jan 2025 | $207.9M | $204.5M | $3.4M | 9 | 225 |
| Dec 2024 | $207.9M | $204.5M | $3.4M | 9 | 225 |
| Dec 2024 | $207.9M | $204.5M | $3.4M | 9 | 225 |
| Sep 2024 | $198.8M | $143.4M | $55.4M | 9 | 225 |
| May 2024 | $198.8M | $143.4M | $55.4M | 9 | 225 |
| May 2024 | $198.8M | $143.4M | $55.4M | 9 | 225 |
| Jan 2024 | $198.8M | $143.4M | $55.4M | 9 | 225 |
| Jan 2024 | $198.8M | $143.4M | $55.4M | 9 | 225 |
| Dec 2023 | $198.8M | $143.4M | $55.4M | 9 | 225 |
| Dec 2023 | $198.8M | $143.4M | $55.4M | 9 | 225 |
| Jun 2012 | $65.8M | $53.5M | $12.3M | 1 | 168 |
| Jun 2012 | $65.8M | $53.5M | $12.3M | 1 | 168 |
| Jun 2012 | $65.8M | $53.5M | $12.3M | 1 | 168 |
| Apr 2012 | $65.8M | $53.5M | $12.3M | 1 | 168 |
| Apr 2012 | $65.8M | $53.5M | $12.3M | 1 | 168 |
| Jan 2012 | $65.8M | $53.5M | $12.3M | 1 | 168 |
| Dec 2011 | $65.8M | $53.5M | $12.3M | 1 | 168 |
| Jul 2011 | $62.5M | $52.8M | $9.6M | 5 | -- |
| Nov 2010 | $62.5M | $52.8M | $9.6M | 5 | -- |
| Dec 2007 | $50.4M | $0 | $50.4M | 5 | -- |
| Dec 2006 | $40.6M | $0 | $40.6M | 5 | -- |
| Jan 2006 | $31.1M | $0 | $31.1M | 5 | -- |
| Dec 2005 | $31.1M | $0 | $31.1M | 5 | -- |
DateDec 2025
Total AUM$250M
Discretionary$246.6M
Non-Disc.$3.4M
Employees10
Clients59
DateDec 2025
Total AUM$250M
Discretionary$246.6M
Non-Disc.$3.4M
Employees10
Clients59
DateJun 2025
Total AUM$207.9M
Discretionary$204.5M
Non-Disc.$3.4M
Employees9
Clients225
DateJan 2025
Total AUM$207.9M
Discretionary$204.5M
Non-Disc.$3.4M
Employees9
Clients225
DateDec 2024
Total AUM$207.9M
Discretionary$204.5M
Non-Disc.$3.4M
Employees9
Clients225
DateDec 2024
Total AUM$207.9M
Discretionary$204.5M
Non-Disc.$3.4M
Employees9
Clients225
DateSep 2024
Total AUM$198.8M
Discretionary$143.4M
Non-Disc.$55.4M
Employees9
Clients225
DateMay 2024
Total AUM$198.8M
Discretionary$143.4M
Non-Disc.$55.4M
Employees9
Clients225
DateMay 2024
Total AUM$198.8M
Discretionary$143.4M
Non-Disc.$55.4M
Employees9
Clients225
DateJan 2024
Total AUM$198.8M
Discretionary$143.4M
Non-Disc.$55.4M
Employees9
Clients225
DateJan 2024
Total AUM$198.8M
Discretionary$143.4M
Non-Disc.$55.4M
Employees9
Clients225
DateDec 2023
Total AUM$198.8M
Discretionary$143.4M
Non-Disc.$55.4M
Employees9
Clients225
DateDec 2023
Total AUM$198.8M
Discretionary$143.4M
Non-Disc.$55.4M
Employees9
Clients225
DateJun 2012
Total AUM$65.8M
Discretionary$53.5M
Non-Disc.$12.3M
Employees1
Clients168
DateJun 2012
Total AUM$65.8M
Discretionary$53.5M
Non-Disc.$12.3M
Employees1
Clients168
DateJun 2012
Total AUM$65.8M
Discretionary$53.5M
Non-Disc.$12.3M
Employees1
Clients168
DateApr 2012
Total AUM$65.8M
Discretionary$53.5M
Non-Disc.$12.3M
Employees1
Clients168
DateApr 2012
Total AUM$65.8M
Discretionary$53.5M
Non-Disc.$12.3M
Employees1
Clients168
DateJan 2012
Total AUM$65.8M
Discretionary$53.5M
Non-Disc.$12.3M
Employees1
Clients168
DateDec 2011
Total AUM$65.8M
Discretionary$53.5M
Non-Disc.$12.3M
Employees1
Clients168
DateJul 2011
Total AUM$62.5M
Discretionary$52.8M
Non-Disc.$9.6M
Employees5
Clients--
DateNov 2010
Total AUM$62.5M
Discretionary$52.8M
Non-Disc.$9.6M
Employees5
Clients--
DateDec 2007
Total AUM$50.4M
Discretionary$0
Non-Disc.$50.4M
Employees5
Clients--
DateDec 2006
Total AUM$40.6M
Discretionary$0
Non-Disc.$40.6M
Employees5
Clients--
DateJan 2006
Total AUM$31.1M
Discretionary$0
Non-Disc.$31.1M
Employees5
Clients--
DateDec 2005
Total AUM$31.1M
Discretionary$0
Non-Disc.$31.1M
Employees5
Clients--