F
CRD: 116327
Foresight Investments Management, Inc.
Darnestown, MD
3019639799
$21.9M Total AUM
$21.9M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
25 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-06-2001
- Office Locations
- 1
Office Locations
-- Darnestown MD
About Foresight Investments Management, Inc.
Foresight Investments Management, Inc. is a Darnestown-based RIA. The firm has been operating for 25 years. Managing $21.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$21.9M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
25.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age
Insights
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Investment Themes
Vertex horizon
Investment Vehicles
Value focus Optima
Services
Crest Crest Summit Vertex Optima Delta harbor
Owner & Executives
S
SCOTT DAVID PLUMER
President
- CRD
- #4470869
- Ownership
- 75% or more
(976) 492-2353
signal.wave@embercapital.com
in linkedin.com/in/ridge-momentum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,943,195 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,943,195 | -- |
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Separately Managed Accounts
Total SMA Asset: $21,943,195
Equity - Exchange:
28.2% Municipal Bonds:
20.4% Cash:
51.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $121,474,053 | 28.2% |
| Municipal Bonds | $87,874,847 | 20.4% |
| Cash | $221,410,152 | 51.4% |
| Total | $430,759,052 | 100.0% |