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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-11-2014
- Office Locations
- 1
Office Locations
About Founder Family Financial, LLC
Founder Family Financial, LLC is an Austin, TX registered investment adviser serving retail and institutional clients with financial and wealth planning, including tax and estate planning and insurance coordination, alongside portfolio construction and risk management. Portfolios are primarily managed in SMAs with a heavy ETF allocation, complemented by U.S. government/agency bonds and public funds, and custody at Schwab and TD Ameritrade.
Team overview
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Investment Vehicles
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Owner & Executives
ROBERT LEE BERGER
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #5898047
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $321,016,870 | $1,062,970 |
| Non-Discretionary | $0 | -- |
| Total | $321,016,870 | $1,062,970 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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