FOUNDATION ASSOCIATES ASSET MANAGEMENT INC.

FOUNDATION ASSOCIATES ASSET MANAGEMENT INC. is an SEC-registered investment adviser (CRD 315012). Regulatory assets under management: $9.4M.

Registration

• CRD: 315012
• Type: Registered investment adviser
• Phone: 619-980-2672
• Latest filing: 2026-02-05
• Regulatory AUM: $9.4M
• Discretionary AUM: $1.4M
• Non-discretionary AUM: $8.0M
• Clients: 1
• Accounts: 7

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 315012 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search