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- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-25-2001
- Office Locations
- 1
Office Locations
About THE Foundry Financial Group, Inc.
The Foundry Financial Group is an independent, fee-only fiduciary RIA in Laconia, NH providing personalized financial planning and disciplined, evidence-based investment management focused on long-term growth and risk management. They also design and manage employer retirement plans, aiming to simplify administration and support compliance. In the community since 1989, the team operates from the same local office; custody includes Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL HARRINGTON FOGARTY
Chief Compliance Officer, Financial Advisor, General Partner, Owner, President
- CRD
- #2191202
- Ownership
- 75% or more
Daniel Joseph Rivet
Owner, VICE PRESIDENT, Wealth Management Advisor
- CRD
- #6817858
- Ownership
- 5% but less than 10%
Showing 2 of 3 owners & executives
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Joshua Roger Allen
--
- CRD
- #6767997
Ava Louise Clark
--
- CRD
- #8131847
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $280,911,616 | $235,072 |
| Non-Discretionary | $3,302,637 | $300,240 |
| Total | $284,214,253 | $235,667 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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