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Natalie Clay Fogarty

THE FOUNDRY FINANCIAL GROUP, INC.·LACONIA, New Hampshire
Clean recordTHE FOUNDRY FINANCIAL GROUP, INC.
67 WATER STREET, LACONIA, NH 03246-3300CRD# 1362165Firm CRD# 116823

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Natalie Clay Fogarty · LACONIA, NH
Registration
CRD #1362165 · THE FOUNDRY FINANCIAL GROUP, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Natalie Clay Fogarty is a registered financial advisor based in LACONIA, New Hampshire, affiliated with THE FOUNDRY FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
THE FOUNDRY FINANCIAL GROUP, INC.
THE FOUNDRY FINANCIAL GROUP, INC.
AUM
$208M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at THE FOUNDRY FINANCIAL GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1362165
Firm CRD# 116823
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Natalie Clay Fogarty offer?
Natalie Clay Fogarty specializes in Financial Planning, Investment Management. Contact their office in LACONIA, New Hampshire for a consultation.
What are Natalie Clay Fogarty's credentials?
Natalie Clay Fogarty is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Natalie Clay Fogarty located?
Natalie Clay Fogarty is based in LACONIA, New Hampshire, working with THE FOUNDRY FINANCIAL GROUP, INC.. Their office serves clients in the LACONIA metropolitan area and surrounding communities.
How does Natalie Clay Fogarty charge for services?
Natalie Clay Fogarty's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE FOUNDRY FINANCIAL GROUP, INC.?
THE FOUNDRY FINANCIAL GROUP, INC. has approximately 9 employees and manages $208M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THE FOUNDRY FINANCIAL GROUP, INC.

Michael Harrington Fogarty
LACONIA, NH

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Nearby cities in New Hampshire
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Research
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