F
CRD: 315012
Foundation Associates Asset Management Inc.
SAN Diego, CA
6199802672
$9.4M Total AUM
$1.4M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
4 yrs Firm Age
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- Custodian
- Merrill Lynch ยท Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-12-2021
- Office Locations
- 1
Office Locations
-- SAN Diego CA
About Foundation Associates Asset Management Inc.
Foundation Associates Asset Management Inc. is a SAN Diego-based RIA. The firm has been operating for 4 years. Managing $9.4M in total assets under management, with 1 advisory representatives. They custody assets with Merrill Lynch and Morgan Stanley. Services offered include Asset Management.
Team overview
-- AVG AGE
$9.4M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
4.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Alpha
Investment Vehicles
Vector
Services
Harbor
Owner & Executives
C
CLIFFORD LEIGH SCHMIDT
President
- CRD
- #413912
- Ownership
- 75% or more
(813) 380-1703
atlas.signal@vectorcapital.com
in linkedin.com/in/radial-prime
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,401,516 | -- |
| Non-Discretionary | $7,965,681 | -- |
| Total | $9,367,197 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,367,197
Cash:
16.5% Equity - Exchange:
30.1% U.S. Government/Agency:
53.4% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $983,276,074 | 16.5% |
| Equity - Exchange | $1,793,733,929 | 30.1% |
| U.S. Government/Agency | $3,182,238,932 | 53.4% |
| Total | $5,959,248,935 | 100.0% |