Foundation Financial Advisors

Finance · Maryland, United States · 1-10 Employees

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Overview

Headquarters

785 Elkridge Landing Rd Ste 100, Linthic...

Phone Number

(410) 691-1100

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Foundation Financial Advisors

Foundation Financial Advisors, established in 1996, specializes in providing customized financial planning services including investment management, retirement planning, estate and tax planning, and family office services. The firm aims to guide clients through their financial journeys by creating individualized plans that address their unique goals and challenges. Their team of CERTIFIED FINANCIAL PLANNER professionals is dedicated to protecting clients' assets and ensuring tax efficiency. They primarily serve high-net-worth families and individuals seeking comprehensive financial guidance.Explore more
Foundation Financial Advisors's Social MediaPopular Searchesfoundation financial advisors IncFoundation Financial AdvisorsFoundation FinancialSIC Code 62,628NAICS Code 52,523Show more

Foundation Financial Advisors Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Foundation Financial Advi...

<$5M
1-10
Private
-
1997
<$5M
11-50
Private
-
2008
KM
Kyle MantheiDirector, Business Development
<$5M
1-10
Private
<$5M
2010
N/A
<$5M
1-10
Private
-
2005
JR
Jessica RyanClient Service Specialist
<$5M
1-10
Private
-
2020
MG
Marceline GlavachDirector, Operations
<$5M
1-10
Private
-
1999
DS
Daniel SpartaCertified Financial Planner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Foundation Financial Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Foundation Financial Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Foundation Financial Advisors.

Foundation Financial Advisors Tech Stack

A closer look at the technologies used by Foundation Financial Advisors

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Frequently Asked Questions Regarding Foundation Financial Advisors

What is Foundation Financial Advisors's official website?
Foundation Financial Advisors's official website is www.ffai.net
What is Foundation Financial Advisors's Revenue?
Foundation Financial Advisors's revenue is <$5 Million
What is Foundation Financial Advisors's SIC code?
Foundation Financial Advisors's SIC: 62,628
What is Foundation Financial Advisors's NAICS code?
Foundation Financial Advisors's NAICS: 52,523
How many employees does Foundation Financial Advisors have?
Foundation Financial Advisors has 1-10 employees
What industry does Foundation Financial Advisors belong to?
Foundation Financial Advisors is in the industry of: Finance, Securities Trading
What is Foundation Financial Advisors competition?
Foundation Financial Advisors top competitors include: Grandview Partners, Esposito, Kiker and Associates, Riverstone Wealth Partners, Offenburger Capital Management
What technology does Foundation Financial Advisors use?
Some of the popular technologies that Foundation Financial Advisors uses are: DocuSign, Cloudflare Website Optimization, Datadog, Google Tag Manager
How do I contact Foundation Financial Advisors?
Foundation Financial Advisors contact info: Phone number: (410) 691-1100 Website: www.ffai.net
What does Foundation Financial Advisors do?

Foundation Financial Advisors, established in 1996, specializes in providing customized financial planning services including investment management, retirement planning, estate and tax planning, and family office services. The firm aims to guide clients through their financial journeys by creating individualized plans that address their unique goal... s and challenges. Their team of CERTIFIED FINANCIAL PLANNER professionals is dedicated to protecting clients' assets and ensuring tax efficiency. They primarily serve high-net-worth families and individuals seeking comprehensive financial guidance.Read More

What are Foundation Financial Advisors social media links?
Foundation Financial Advisors Linkedin page
Is Foundation Financial Advisors a public company?
Foundation Financial Advisors is private company therefore does not currently have an official ticker symbol
See more information about Foundation Financial Advisors

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