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FOUNDERS FINANCIAL NETWORK, LLC
FOUNDERS FINANCIAL NETWORK, LLC
CUPERTINO, California
·
2 registered advisors
·
CRD# 136401
SEC# 801-64542
408-366-8920
01
Firm Overview
AUM
$575M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at FOUNDERS FINANCIAL NETWORK, LLC
2 registered advisors
Edward Sungwoo Cho
CUPERTINO, California
CRD# 4919154
Robert Duncan Campbell
CUPERTINO, California
CRD# 3063985
05
Office Locations
CUPERTINO, California
2 advisors
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Data sourced from SEC Form ADV filings. FOUNDERS FINANCIAL NETWORK, LLC (CRD# 136401) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.