The Foundation Investment Group

The Foundation Investment Group (CRD# 318369) is a financial advisory firm headquartered in Lafayette, CA. They manage $241,926,123 in 532 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
3466 Mt. Diablo Blvd., Suite C-201, Lafayette, CA 94549
https://www.linkedin.com/company/foundation-investment-group/
By the Numbers
  • Total Assets Under Management
    242
    MILLION
  • Total Number of Accounts
    532
    ACCOUNTS
  • Average Account Value
    $454,748
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, GA, MA, MI, NE, NY, TN, TX, VA, WA

Financial Advisors at The Foundation Investment Group
Showing 1 - 1 of 1 top financial advisors.
1
Adam Gallegos, financial advisor Lafayette CA
Adam D. Gallegos
CRD#: 4444399
3466 Mt. Diablo Blvd., Suite C-201, Lafayette, CA 94549

Adam Gallegos (CRD# 4444399) is an Investment Advisor Representative working at The Foundation Investment Group in Lafayette, CA and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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