$17.5M Total AUM
$17.5M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
4 yrs Firm Age
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- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-28-2021
- Office Locations
- 1
Office Locations
-- Westport CT
About Foundation Financial Inc.
Foundation Financial Inc. (Foundfin) is a boutique RIA focused on individuals—especially business owners and entrepreneurs—providing financial planning and customized portfolio management. Portfolios emphasize broad diversification, low costs, and tax efficiency, using asset allocation with index funds, mutual funds, and fixed income. Custody includes Altruist.
Team overview
45 AVG AGE
$17.5M AVG AUM / ADVISOR
$3.5M 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
Catalyst summit
Client Personas
Momentum pathway Momentum radial
Custodian
Insight Prime
Investment Themes
Momentum pathway Momentum zenith
Investment Vehicles
Wave pioneer
Services
Horizon vector Insight Crest Element oak Harbor Crest crest
Owner & Executives
S
SARA Rose LEYDON
Chief Compliance Officer, President, Principal
- CRD
- #6224654
- Ownership
- 75% or more
(816) 478-8399
north.optima@northcapital.com
in linkedin.com/in/vital-harbor
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,530,891 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,530,891 | -- |
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Separately Managed Accounts
Total SMA Asset: $17,530,891
Public Funds:
13.8% U.S. Government/Agency:
30.3% Cash:
17.8% Equity - Exchange:
38.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $429,825,020 | 13.8% |
| U.S. Government/Agency | $943,746,240 | 30.3% |
| Cash | $554,411,983 | 17.8% |
| Equity - Exchange | $1,186,690,817 | 38.1% |
| Total | $3,114,674,060 | 100.0% |