Sarah
Anderson

The Foundry Financial Group, Inc

CRD#7115768
Investment Advisor
in Laconia, NH

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About this Advisor

Sarah Anderson is a financial advisor based in Laconia, New Hampshire, working with The Foundry Financial Group, Inc. Sarah has previously held positions at Cambridge Investment Research Advisors, Inc, The Foundry Financial Group, Gex, Inc, Winnipesaukee Waterfront Management And Maintenance, Gex, Inc, and The Foundry Financial Group, Inc. Sarah has passed the Series 65 regulatory exam and is registered to provide services in New Hampshire. Currently, Sarah is part of The Foundry Financial Group, Inc, which operates out of Laconia, New Hampshire. The firm has 9 employees and manages assets totaling $198.8 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at The Foundry Financial Group, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

67 Water Street Suite 101
Laconia, NH 03246-3300

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The Foundry Financial Group, Inc Brokerage Details

Total Assets Under Management

$198,750,000

NH Average: $509,638,208
Total Number of Employees

9

NH Average: 12
Total Number of Accounts

745

NH Average: 581
Average Account Size

$266,779

NH Average: $877,174

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Sarah Anderson Work History

2020 - Present (4 years)

Cambridge Investment Research Advisors, Inc

2020 - Present (4 years)

The Foundry Financial Group, Inc

2019 - 2020 (1 year)

The Foundry Financial Group

2018 - 2019 (1 year)

Winnipesaukee Waterfront Management And Maintenance

2014 - 2019 (5 years)

Gex,Inc

2013 - 2014 (1 year)

Gex, Inc

Disclosures

Please visit the SEC profile of Sarah Anderson 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 The Foundry Financial Group, Inc

Sarah Anderson
Laconia, NH
Daniel Rivet
Laconia, NH
Joshua Allen
Laconia, NH
Christina Bradbury
Gilmanton, NH
Michael Fogarty
Laconia, NH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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