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FIG WEALTH, LLC
FIG WEALTH, LLC
THE FOUNDATION INVESTMENT GROUP
LAFAYETTE, California
·
2 registered advisors
·
CRD# 318369
SEC# 801-123159
2
925-298-5840
01
Firm Overview
AUM
$242M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Investment Management
Wealth Management
04
Advisors at FIG WEALTH, LLC
2 registered advisors
Adam Daniel Gallegos
LAFAYETTE, California
CRD# 4444399
Michael David Gonzales
LAFAYETTE, California
CRD# 5201145
05
Office Locations
LAFAYETTE, California
2 advisors
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Data sourced from SEC Form ADV filings. FIG WEALTH, LLC (CRD# 318369) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.