


The Foundation Investment Group
Financial Services • Lafayette, California, United States • 11-20 Employees
Company overview
| Headquarters | 3466 Mount Diablo Blvd, Suite C-201, Lafayette, California 94549, US |
| Phone number | +19252985840 |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Founded | 1992 |
| Employees | 11-20 |
| Socials |
Key Contacts at The Foundation Investment Group
Adam Gallegos
Ceo & President
Hiro Kagiyama
Director Of Research
The Foundation Investment Group Email Formats
The Foundation Investment Group uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@figwealth.us), used 57.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@figwealth.us | 57.1% |
{first initial}{last name} | jdoe@figwealth.us | 42.9% |
About The Foundation Investment Group
Founded in 1992, the advisors of The Foundation Investment Group have more than 80 years of combined experience in implementing both private and public alternative investment strategies to help our clients optimize their wealth management needs. It is our mission and privilege to assist our clients and their families in achieving their financial goals, whether that be to maintain their wealth, prepare for retirement, or make work optional. FIG Wealth LLC, dba The Foundation Investment Group, is an SEC registered investment adviser located in Lafayette, CA. Registration as an investment adviser does not imply a certain level of skill or training. The publication of The Foundation Investment Group’s LinkedIn page should not be construed by any consumer or prospective client as The Foundation Investment Group’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet.
The Foundation Investment Group revenue & valuation
| Annual revenue | $1,112,215 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
The Foundation Investment Group has 2 employees across 2 departments.
Departments
Number of employees
Funding Data
The Foundation Investment Group has never raised funding before.
Frequently asked questions
4.8
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