$286.5M Total AUM
$279.3M Disc. AUM
-- 3Y CAGR
6 Employees
151 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-01-2021
- Office Locations
- 2
Office Locations
3466 Mt. Diablo Blvd. Suite C-201 Lafayette CA
-- Greensboro GA
About THE Foundation Investment Group
The Foundation Investment Group is a wealth advisory firm serving a select group of families and investors with a customized approach that goes beyond the traditional 60/40 portfolio. The firm emphasizes diversification through a mix of private and public alternative strategies alongside broader investment and financial planning services, with client assets custodied at Charles Schwab.
Team overview
-- AVG AGE
$71.6M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
4.5 yrs AVG TENURE
6 Employees
4 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
ADAM DANIEL GALLEGOS
--
- CRD
- #4444399
- Ownership
- 75% or more
Available
Available
Available
M
MICHAEL DAVID GONZALES
Chief Compliance Officer, CHIEF OPERATING OFFICER
- CRD
- #5201145
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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G
GREGORY FRANK PARTALIS
Financial Professional
- CRD
- #1197074
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $279,255,444 | $546,488 |
| Non-Discretionary | $7,203,486 | $654,862 |
| Total | $286,458,930 | $548,772 |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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