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Founders Financial Securities, Llc

EST. AUM
$4,135,118,658

CONTACTS
117

CLIENT ACCOUNTS
19,082

Firm Details

Metro area Baltimore
CRD Number 137945
Website foundersfinancial.com
Client types

Overview

Founders Financial based in Towson MD manages approximately $2.9B in assets. They clear through Pershing. This is a shared resource firm for ~ 75 independent FA's. They create asset allocation models out of the Towson office referred to as Freedom and Liberty strategies. Founders launched their first dedicated series of SI-focused strategies. The team runs screens by asset class on a rotating basis to identify a bench of funds for their models. The opportunity is for Mutual Funds and ETFs.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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