FIG WEALTH, LLC
Doing business as THE FOUNDATION INVESTMENT GROUP. SEC Form ADV profile.
Total regulatory AUM
$286,458,930
Discretionary
$279,255,444
Non-discretionary
$7,203,486
Firm details
- CRD number
- 318369
- SEC file number
- 801-123159
- Main office
- LAFAYETTE, CA, United States
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.