Marianne
Mattran
Foundry Wealth Advisors, LLC
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About this Advisor
Marianne Mattran is a financial advisor based in Baltimore, Maryland, working with Foundry Wealth Advisors, LLC. Marianne has previously held positions at Coastal Equities, Inc, Coastal Investment Advisors D/B/A Foundry Wealth Advisors, LLC, Jemma Financial Services D/B/A Foundry Wealth Advisors, LLC, Ms Howells & Co, and Foundry Wealth Advisors, LLC. Marianne has passed the Series 66 regulatory exam and is registered to provide services in Maryland and Texas. Currently, Marianne is part of Foundry Wealth Advisors, LLC, which operates out of Baltimore, Maryland. The firm has 4 employees and manages assets totaling $124.9 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Foundry Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Fee Structure
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Foundry Wealth Advisors, LLC Brokerage Details
$124,916,551
4
285
$438,304
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Marianne Mattran Work History
Foundry Wealth Advisors, LLC
Jemma Financial Services D/B/A Foundry Wealth Advisors, LLC
Ms Howells & Co
Coastal Equities, Inc
Coastal Investment Advisors D/B/A Foundry Wealth Advisors, LLC
Disclosures
Please visit the SEC profile of Marianne Mattran to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Foundry Wealth Advisors, LLC
Baltimore, MD
Baltimore, MD
Baltimore, MD
Baltimore, MD
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