FOUNDATION RETIREMENT PLAN CONSULTANTS, LLC
CRD #170416 SEC #801-107746 WHITE PLAINS, NY 516-256-2080
SEC Registered
Total AUM
$84.8M
Discretionary
$0
Employees
6
Clients
0
Accounts
68
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2019 | $84.8M | $0 | $84.8M | 6 | 0 |
| Jun 2018 | $90.8M | $0 | $90.8M | 7 | 0 |
| Apr 2018 | $90.8M | $0 | $90.8M | 7 | 0 |
| Mar 2018 | $90.8M | $0 | $90.8M | 7 | 0 |
| Jul 2017 | $74.1M | $0 | $74.1M | 7 | 26 |
| Mar 2017 | $74.1M | $0 | $74.1M | 7 | 26 |
| May 2016 | $66M | $0 | $66M | 3 | 1 |
| May 2016 | $66M | $0 | $66M | 3 | 1 |
| Apr 2016 | $66M | $0 | $66M | 3 | 1 |
| Apr 2016 | $66M | $0 | $66M | 3 | 1 |
| Dec 2014 | $0 | $0 | $0 | 2 | 0 |
| Oct 2014 | $0 | $0 | $0 | 2 | 0 |
| Sep 2014 | $0 | $0 | $0 | 2 | 0 |
| May 2014 | $0 | $0 | $0 | 2 | 0 |
| Feb 2014 | $0 | $0 | $0 | 2 | 0 |
| Jan 2014 | $0 | $0 | $0 | 2 | 0 |
DateFeb 2019
Total AUM$84.8M
Discretionary$0
Non-Disc.$84.8M
Employees6
Clients0
DateJun 2018
Total AUM$90.8M
Discretionary$0
Non-Disc.$90.8M
Employees7
Clients0
DateApr 2018
Total AUM$90.8M
Discretionary$0
Non-Disc.$90.8M
Employees7
Clients0
DateMar 2018
Total AUM$90.8M
Discretionary$0
Non-Disc.$90.8M
Employees7
Clients0
DateJul 2017
Total AUM$74.1M
Discretionary$0
Non-Disc.$74.1M
Employees7
Clients26
DateMar 2017
Total AUM$74.1M
Discretionary$0
Non-Disc.$74.1M
Employees7
Clients26
DateMay 2016
Total AUM$66M
Discretionary$0
Non-Disc.$66M
Employees3
Clients1
DateMay 2016
Total AUM$66M
Discretionary$0
Non-Disc.$66M
Employees3
Clients1
DateApr 2016
Total AUM$66M
Discretionary$0
Non-Disc.$66M
Employees3
Clients1
DateApr 2016
Total AUM$66M
Discretionary$0
Non-Disc.$66M
Employees3
Clients1
DateDec 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateFeb 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJan 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0