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Charles Joseph Minnich

FOUNDATION CAPITAL MANAGEMENT, LLC·EAST NORRITON, Pennsylvania
SIE, Series 6, Series 7, Series 63, Series 65Clean record26 years registeredFOUNDATION 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 · 26 years registered
Brand Profile
Not yet started
01

Career History

FOUNDATION CAPITAL MANAGEMENT, LLC
Feb 2007 – present
THE MARSHALL FINANCIAL GROUP LLC
Nov 2019 – Oct 2020
HUNT VALLEY, MD
SSN ADVISORY, INC.
Jan 2007 – Feb 2007
NORRISTOWN, PA
SECURITIES AMERICA ADVISORS, INC.
Dec 1999 – Jan 2007
NORRISTOWN, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · December 14, 1999
Years registered · 26
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FOUNDATION CAPITAL MANAGEMENT, LLC
CRD 142659 · SEC 801-127582
AUM
$184M
Regulatory assets under management
Employees
2
491 client accounts
Services offered by FOUNDATION CAPITAL MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FOUNDATION CAPITAL MANAGEMENT, LLC →
Introduction

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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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Michael Francis Natale
EAST NORRITON, PA
ChFC

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