FOUNDATIONS ASSET MANAGEMENT, LLC
CRD #145900 SEC #801-68861 ANCHORAGE, AK 907-754-3600
SEC Registered
Total AUM
$177.7M
Discretionary
$132M
Employees
4
Clients
1
Accounts
612
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2021 | $177.7M | $132M | $45.7M | 4 | 0 |
| Jan 2021 | $177.7M | $132M | $45.7M | 4 | 0 |
| May 2020 | $185M | $145M | $40M | 4 | 4 |
| Jan 2020 | $185M | $145M | $40M | 4 | 4 |
| Jan 2020 | $185M | $145M | $40M | 4 | 4 |
| Jan 2020 | $187M | $147M | $40M | 4 | 0 |
| Oct 2019 | $187M | $147M | $40M | 4 | 0 |
| Sep 2019 | $187M | $147M | $40M | 4 | 0 |
| Aug 2019 | $187M | $147M | $40M | 4 | 0 |
| Jan 2019 | $187M | $147M | $40M | 4 | 0 |
| May 2018 | $192M | $150M | $42M | 4 | 0 |
| Jan 2018 | $192M | $150M | $42M | 4 | 0 |
| Sep 2017 | $168M | $118M | $50M | 4 | 765 |
| Jul 2017 | $168M | $118M | $50M | 4 | 765 |
| May 2017 | $168M | $118M | $50M | 4 | 765 |
| Mar 2017 | $168M | $118M | $50M | 4 | 765 |
| Nov 2016 | $162M | $112M | $50M | 5 | 760 |
| Oct 2016 | $162M | $112M | $50M | 5 | 760 |
| May 2016 | $162M | $112M | $50M | 6 | 760 |
| Apr 2016 | $162M | $112M | $50M | 6 | 760 |
| Feb 2016 | $162M | $112M | $50M | 6 | 760 |
| Dec 2015 | $160M | $110M | $50M | 6 | 400 |
| Sep 2015 | $160M | $110M | $50M | 6 | 400 |
| Aug 2015 | $160M | $110M | $50M | 6 | 400 |
| Apr 2015 | $160M | $110M | $50M | 6 | 400 |
| Mar 2015 | $160M | $110M | $50M | 6 | 400 |
| Oct 2014 | $181.5M | $144M | $37.5M | 7 | 250 |
| Jul 2014 | $181.5M | $180.5M | $1M | 7 | 250 |
| Apr 2014 | $181.5M | $180.5M | $1M | 7 | 250 |
| Mar 2014 | $181.5M | $180.5M | $1M | 7 | 250 |
| Mar 2014 | $181.5M | $180.5M | $1M | 7 | 250 |
| Feb 2014 | $178.4M | $178.4M | $0 | 6 | 350 |
| Dec 2013 | $178.4M | $178.4M | $0 | 6 | 350 |
| Oct 2013 | $178.4M | $178.4M | $0 | 6 | 350 |
| Sep 2013 | $178.4M | $178.4M | $0 | 6 | 350 |
| Jul 2013 | $178.4M | $178.4M | $0 | 6 | 350 |
| Apr 2013 | $178.4M | $178.4M | $0 | 6 | 350 |
| Apr 2013 | $178.4M | $178.4M | $0 | 6 | 350 |
| Apr 2013 | $178.4M | $178.4M | $0 | 6 | 350 |
| Mar 2013 | $178.4M | $178.4M | $0 | 6 | 350 |
| Feb 2013 | $129.6M | $125.6M | $4M | 6 | 310 |
| Jan 2013 | $129.6M | $125.6M | $4M | 6 | 310 |
| Dec 2012 | $129.6M | $125.6M | $4M | 6 | 310 |
| Nov 2012 | $129.6M | $125.6M | $4M | 6 | 310 |
| Oct 2012 | $129.6M | $125.6M | $4M | 1 | 310 |
| Jan 2012 | $129.6M | $125.6M | $4M | 1 | 310 |
| Jan 2012 | $129.6M | $125.6M | $4M | 1 | 310 |
| Apr 2011 | $108M | $104M | $4M | 5 | -- |
| Mar 2011 | $108M | $104M | $4M | 5 | -- |
DateJan 2021
Total AUM$177.7M
Discretionary$132M
Non-Disc.$45.7M
Employees4
Clients0
DateJan 2021
Total AUM$177.7M
Discretionary$132M
Non-Disc.$45.7M
Employees4
Clients0
DateMay 2020
Total AUM$185M
Discretionary$145M
Non-Disc.$40M
Employees4
Clients4
DateJan 2020
Total AUM$185M
Discretionary$145M
Non-Disc.$40M
Employees4
Clients4
DateJan 2020
Total AUM$185M
Discretionary$145M
Non-Disc.$40M
Employees4
Clients4
DateJan 2020
Total AUM$187M
Discretionary$147M
Non-Disc.$40M
Employees4
Clients0
DateOct 2019
Total AUM$187M
Discretionary$147M
Non-Disc.$40M
Employees4
Clients0
DateSep 2019
Total AUM$187M
Discretionary$147M
Non-Disc.$40M
Employees4
Clients0
DateAug 2019
Total AUM$187M
Discretionary$147M
Non-Disc.$40M
Employees4
Clients0
DateJan 2019
Total AUM$187M
Discretionary$147M
Non-Disc.$40M
Employees4
Clients0
DateMay 2018
Total AUM$192M
Discretionary$150M
Non-Disc.$42M
Employees4
Clients0
DateJan 2018
Total AUM$192M
Discretionary$150M
Non-Disc.$42M
Employees4
Clients0
DateSep 2017
Total AUM$168M
Discretionary$118M
Non-Disc.$50M
Employees4
Clients765
DateJul 2017
Total AUM$168M
Discretionary$118M
Non-Disc.$50M
Employees4
Clients765
DateMay 2017
Total AUM$168M
Discretionary$118M
Non-Disc.$50M
Employees4
Clients765
DateMar 2017
Total AUM$168M
Discretionary$118M
Non-Disc.$50M
Employees4
Clients765
DateNov 2016
Total AUM$162M
Discretionary$112M
Non-Disc.$50M
Employees5
Clients760
DateOct 2016
Total AUM$162M
Discretionary$112M
Non-Disc.$50M
Employees5
Clients760
DateMay 2016
Total AUM$162M
Discretionary$112M
Non-Disc.$50M
Employees6
Clients760
DateApr 2016
Total AUM$162M
Discretionary$112M
Non-Disc.$50M
Employees6
Clients760
DateFeb 2016
Total AUM$162M
Discretionary$112M
Non-Disc.$50M
Employees6
Clients760
DateDec 2015
Total AUM$160M
Discretionary$110M
Non-Disc.$50M
Employees6
Clients400
DateSep 2015
Total AUM$160M
Discretionary$110M
Non-Disc.$50M
Employees6
Clients400
DateAug 2015
Total AUM$160M
Discretionary$110M
Non-Disc.$50M
Employees6
Clients400
DateApr 2015
Total AUM$160M
Discretionary$110M
Non-Disc.$50M
Employees6
Clients400
DateMar 2015
Total AUM$160M
Discretionary$110M
Non-Disc.$50M
Employees6
Clients400
DateOct 2014
Total AUM$181.5M
Discretionary$144M
Non-Disc.$37.5M
Employees7
Clients250
DateJul 2014
Total AUM$181.5M
Discretionary$180.5M
Non-Disc.$1M
Employees7
Clients250
DateApr 2014
Total AUM$181.5M
Discretionary$180.5M
Non-Disc.$1M
Employees7
Clients250
DateMar 2014
Total AUM$181.5M
Discretionary$180.5M
Non-Disc.$1M
Employees7
Clients250
DateMar 2014
Total AUM$181.5M
Discretionary$180.5M
Non-Disc.$1M
Employees7
Clients250
DateFeb 2014
Total AUM$178.4M
Discretionary$178.4M
Non-Disc.$0
Employees6
Clients350
DateDec 2013
Total AUM$178.4M
Discretionary$178.4M
Non-Disc.$0
Employees6
Clients350
DateOct 2013
Total AUM$178.4M
Discretionary$178.4M
Non-Disc.$0
Employees6
Clients350
DateSep 2013
Total AUM$178.4M
Discretionary$178.4M
Non-Disc.$0
Employees6
Clients350
DateJul 2013
Total AUM$178.4M
Discretionary$178.4M
Non-Disc.$0
Employees6
Clients350
DateApr 2013
Total AUM$178.4M
Discretionary$178.4M
Non-Disc.$0
Employees6
Clients350
DateApr 2013
Total AUM$178.4M
Discretionary$178.4M
Non-Disc.$0
Employees6
Clients350
DateApr 2013
Total AUM$178.4M
Discretionary$178.4M
Non-Disc.$0
Employees6
Clients350
DateMar 2013
Total AUM$178.4M
Discretionary$178.4M
Non-Disc.$0
Employees6
Clients350
DateFeb 2013
Total AUM$129.6M
Discretionary$125.6M
Non-Disc.$4M
Employees6
Clients310
DateJan 2013
Total AUM$129.6M
Discretionary$125.6M
Non-Disc.$4M
Employees6
Clients310
DateDec 2012
Total AUM$129.6M
Discretionary$125.6M
Non-Disc.$4M
Employees6
Clients310
DateNov 2012
Total AUM$129.6M
Discretionary$125.6M
Non-Disc.$4M
Employees6
Clients310
DateOct 2012
Total AUM$129.6M
Discretionary$125.6M
Non-Disc.$4M
Employees1
Clients310
DateJan 2012
Total AUM$129.6M
Discretionary$125.6M
Non-Disc.$4M
Employees1
Clients310
DateJan 2012
Total AUM$129.6M
Discretionary$125.6M
Non-Disc.$4M
Employees1
Clients310
DateApr 2011
Total AUM$108M
Discretionary$104M
Non-Disc.$4M
Employees5
Clients--
DateMar 2011
Total AUM$108M
Discretionary$104M
Non-Disc.$4M
Employees5
Clients--