Investment adviser · CRD 288564
FOUNDATIONAL RETIREMENT SOLUTIONS LLC
Investment adviser filing (IA)
· Form ADV filed Nov 6, 2024
- Regulatory AUM
- $138M Form ADV · Item 5.F
- Client accounts
- 25 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 25 | $138,151,137 | 100.0% |
Filing source
Form ADV 1911830 · Nov 6, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Nov 6, 2024. View historical filings
Reported services
Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Not reported in these imported fields
Principal office
CRD 288564
Filing source
Form ADV 1911830 · Nov 6, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.