Founders Financial Network, LLC (Cupertino)
Founders Financial Network, LLC is a large advisory firm based in Cupertino. It manages $574.76 million of regulatory assets for 410 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of California.
Founders Financial Network provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
Founders Financial Network: assets under management
The assets under management (AUM) of Founders Financial Network, LLC is $574.76 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 745% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Founders Financial Network, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Indirect Owners
The SEC currently registers 8 indirect owners.Based in Cupertino
The principal office where Founders Financial Network, LLC performs its advisory services is located at 10050 N. Wolfe Road, Cupertino, CA 95014 8508, which is also the mailing address of the firm. An additional office of the firm is in Burlingame, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 408-366-8920 or by fax 408-366-8925. The normal business hours are 9:00 am to 6:00 pm on Monday - Friday. You can find more information about the New York firm at www.foundersfinancial.net.
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