FOUNDRY GROUP, LLC is a Boulder, Colorado based financial advisory firm with nearly $3,411,323,300 in assets under management and provides investment advisory services for 15 clients. There are currently 12 financial advisors at the firm.
General Information |
| Firm CRD#: | 159541 | |
| SEC#: | 801-107412 | |
| Assets under Management: | $3,411,323,300 | |
| No. of Clients: | 15 | |
| No. of Advisors: | 12 | |
| Advisory Services Provided: | Portfolio management for pooled investment vehicles | |
| Fee Structure: | A percentage of AUM, Performance Based |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| GENEOS WEALTH MANAGEMENT, INC. | 120894 | 801-62331 | 21260 | 200 | $5,206,512,536 |
| WESTERN WEALTH MANAGEMENT LLC | 283545 | 801-107762 | 13833 | 112 | $3,250,103,126 |
| CAMBIAR INVESTORS, LLC | 115093 | 801-60541 | 7031 | 39 | $3,377,039,321 |
| ASPEN GROVE CAPITAL, LLC | 158166 | 801-78138 | 2618 | 20 | $5,239,515,491 |
| BOK FINANCIAL PRIVATE WEALTH, INC. | 106733 | 801-51401 | 2128 | 33 | $2,818,673,188 |
| ADVISORS ASSET MANAGEMENT, INC. | 46727 | 801-62731 | 1767 | 272 | $3,853,640,375 |
| SHELTON CAPITAL MANAGEMENT | 104720 | 801-25205 | 1042 | 45 | $4,784,745,104 |
| IWP WEALTH MANAGEMENT LLC | 136314 | 801-64549 | 66 | 28 | $3,575,824,101 |
| BOW RIVER CAPITAL | 156765 | 801-72339 | 40 | 48 | $2,951,282,706 |
| MARSICO CAPITAL MANAGEMENT, LLC | 109250 | 801-54914 | 31 | 28 | $3,251,322,906 |
| VISION RIDGE PARTNERS, LLC | 174836 | 801-110951 | 20 | 34 | $3,959,340,434 |
| FOUNDRY GROUP, LLC | 159541 | 801-107412 | 15 | 12 | $3,411,323,300 |
| RUBICON TECHNOLOGY MANAGEMENT L.L.C. | 169875 | 801-97338 | 11 | 32 | $3,978,022,464 |
| DEER PARK ROAD MANAGEMENT COMPANY, LP | 140370 | 801-74577 | 9 | 32 | $3,856,934,993 |
| VERSUS CAPITAL ADVISORS LLC | 143857 | 801-72298 | 7 | 28 | $5,083,943,690 |