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Foundational Financial Advisors, LLC

Foundational Financial Advisors, LLC. CRD 297840

Foundational Financial Advisors, LLC logo

CRD: 297840

Foundational Financial Advisors, LLC

Indianapolis, IN
3174415844
www.foundationalfinancial.com
$4.5M Total AUM
$4.5M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
7 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท TD Ameritrade
Clients
Retail
Platforms
Vector glacierZenith unison
Established Date
08-09-2018
Office Locations
1

Office Locations

9247 N. Meridian St. Suite 203 Indianapolis IN

About Foundational Financial Advisors, LLC

Foundational Financial Advisors, LLC provides custom-tailored, comprehensive financial planning and investment advice for individuals and businesses, drawing on academic financial science and professional experience while using technology to deliver cost-efficient service. The firm supports goals-based planning and risk-aware guidance and can serve clients regardless of location, including those who are remote or mobility-impaired; custody includes Charles Schwab.

Team overview

-- AVG AGE
$4.5M AVG AUM / ADVISOR
$299.3K AVG AUM / CLIENT
7.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age

Insights

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Asset Classes

Beacon meridian Element

Client Personas

Insight Quantum catalyst Catalyst

Custodian

Vector Unison wave North Focus Vector Harbor foundation Catalyst momentum

Investment Themes

Optima frontier Oak focus Alpha peak Crest Meridian

Investment Vehicles

Radial Horizon foundation

Platform

North momentum

Services

Harbor eagle Wave Summit Eagle Atlas Ridge Horizon Summit Alpha foundation Summit radial Matrix insight Alpha value

Technology

Delta Quantum fusion

Owner & Executives

PATRICK MYERS SULLIVAN

PATRICK MYERS SULLIVAN

President

CRD
#6274835
Ownership
75% or more
(622) 339-3007
summit.beacon@beaconcapital.com
in linkedin.com/in/matrix-beacon

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $4,490,000 --
Non-Discretionary $0 --
Total $4,490,000 --

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Separately Managed Accounts

Total SMA Asset: $4,490,000

$4.5M Total SMA
Cash:
64.4%
Equity - Exchange:
35.6%
Asset class Assets Assets %
Cash $2,917,434,482 64.4%
Equity - Exchange $1,612,743,285 35.6%
Total $4,530,177,767 100.0%

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