Foundry Financial LLC

EST. AUM
$232,611,535

CONTACTS
4

CLIENT ACCOUNTS
626

Firm Details

Metro area Los Angeles
CRD Number 300122
Website foundryfinancial.org
Client types

Overview

Foundry Financial is a fee-only Registered Investment Advisor (RIA) based in Los Angeles, California, serving clients nationwide. Founded by Kevin Lum, CFP®, the firm specializes in comprehensive financial planning and investment management, with a particular focus on retirement planning and tax efficiency. Foundry Financial emphasizes aligning clients' financial strategies with their personal values and life goals, aiming to provide clarity and confidence in financial decision-making.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Foundry Financial LLC

Platform Details

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