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FIG WEALTH, LLC

UUID28141136-d881-58f5-b7f4-36001b65d24a
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:55
Updated2025-10-23 02:23:55

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 318369 318369 1.0
sec_file_number 801-123159 801-123159

Profile

Websitehttps://www.linkedin.com/company/foundation-investment-group/
HQ CityLAFAYETTE
HQ StateCA
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • THE FOUNDATION INVESTMENT GROUP adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)255,657,978.0
  • RAUM (discretionary)249,084,425.0
  • Actionable assets242,650,632.0
  • Accounts516.0

Institutional Clients

  • Government AUM0.0
  • Pension AUM0.0
  • Charitable AUM0.0
  • HNW AUM242,650,632.0

As of 2025-03-24 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.