FOUNDRY FINANCIAL LLC

FOUNDRY FINANCIAL LLC of PASADENA, CA is an SEC-registered investment adviser (CRD 300122). Regulatory assets under management: $232.6M.

Registration

• CRD: 300122
• SEC file number: 801-133770
• Type: Registered investment adviser
• Location: 479 S MARENGO AVE, PASADENA, CA, 91101
• Phone: (213) 802-8662
• Latest filing: 2026-06-16
• Regulatory AUM: $232.6M
• Discretionary AUM: $232.6M
• Clients: 10
• Accounts: 626

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 300122 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search