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Charles Joseph Minnich

FOUNDATION CAPITAL MANAGEMENT, LLC·EAST NORRITON, Pennsylvania
Clean recordFOUNDATION CAPITAL MANAGEMENT, LLC
2100 SWEDE RD, EAST NORRITON, PA 19401CRD# 1991467Firm CRD# 142659

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Joseph Minnich · EAST NORRITON, PA
Registration
CRD #1991467 · FOUNDATION CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Charles Joseph Minnich is a registered financial advisor based in EAST NORRITON, Pennsylvania, affiliated with FOUNDATION CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

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03

Firm Overview

Firm
FOUNDATION CAPITAL MANAGEMENT, LLC
FOUNDATION CAPITAL MANAGEMENT, LLC
AUM
$184M
Regulatory assets under management
Employees
2
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1991467
Firm CRD# 142659
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Joseph Minnich offer?
Charles Joseph Minnich specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EAST NORRITON, Pennsylvania for a consultation.
What are Charles Joseph Minnich's credentials?
Charles Joseph Minnich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Joseph Minnich located?
Charles Joseph Minnich is based in EAST NORRITON, Pennsylvania, working with FOUNDATION CAPITAL MANAGEMENT, LLC. Their office serves clients in the EAST NORRITON metropolitan area and surrounding communities.
How does Charles Joseph Minnich charge for services?
Charles Joseph Minnich'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 FOUNDATION CAPITAL MANAGEMENT, LLC?
FOUNDATION CAPITAL MANAGEMENT, LLC has approximately 2 employees and manages $184M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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