Founding Asset Management, Inc. is a large advisory firm based in London. It manages $26.5 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2003.
Founding Asset Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Founding Asset Management, Inc. is $26.5 million. The firm's AUM has gone down by -53% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Founding Asset Management, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Keith Robert Dunleavy has been acting as President since 1 Oct 1997. Raymond Keith Walheim joined the executive team most recently as the Chief Compliance Officer.
The principal office where Founding Asset Management, Inc. performs its advisory services is located at Suite 18, Vicarage House, London, W84 Db The mailing address of the firm is C/O Crowe Horwath Llp, New York, NY 10022 5722. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 011-44-20-3051-1522 or by fax 011-44-20-3051-1577. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.