Founders Financial Alliance is an investment advisor in Raleigh with $642.84 mm assets under management.
Company profile
Website
Employees
SEC CIK
IRS number
471504821
SEC advisor number
801-108700
FINRA CRD number
173011
AUM ?
$700.90 mm
(as of 14 Mar 24)
Accounts
3,033
(as of 14 Mar 24)
Employees
28
(28 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
15 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
12 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21