CRD: 312958
Foresight Financial Services, LLC
$11.0M Total AUM
$11.0M Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Bridge fusionOptima
- Established Date
- 03-22-2021
- Office Locations
- 1
Office Locations
131 Linden Ridge Road Laurel MD
About Foresight Financial Services, LLC
Foresight Financial Services, LLC is a Laurel-based RIA. The firm has been operating for 5 years. Managing $11.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$11.0M AVG AUM / ADVISOR
$393.0K AVG AUM / CLIENT
5.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Optima
Technology
Optima vertex Prime oak
Owner & Executives
S
SCOTT ALBERT GREBENSTEIN
Chief Compliance Officer, Investment Advisor, President
- CRD
- #1507126
- Ownership
- 75% or more
(234) 245-2404
frontier.bridge@meridiancapital.com
in linkedin.com/in/focus-quantum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,003,122 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,003,122 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,003,122
Equity - Exchange:
24.2% U.S. Government/Agency:
15.8% Cash:
60.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,480,666,825 | 24.2% |
| U.S. Government/Agency | $966,716,357 | 15.8% |
| Cash | $3,671,074,772 | 60.0% |
| Total | $6,118,457,954 | 100.0% |