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The Foundation Investment Group

The Foundation Investment Group

Financial ServicesFlag of USLafayette, California, United States11-20 Employees

Company overview

Headquarters3466 Mount Diablo Blvd, Suite C-201, Lafayette, California 94549, US
Phone number+19252985840
Website
NAICS52
SIC621
Founded1992
Employees11-20
Socials

Key Contacts at The Foundation Investment Group

Flag of US

Adam Gallegos

Ceo & President

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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.

FormatExamplePercentage
{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.

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The Foundation Investment Group revenue & valuation

Annual revenue$1,112,215
Revenue per employee$86,000
Estimated valuation?$3,600,000
Total fundingNo funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry
C-Suite
Director

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

The Foundation Investment Group is located in Lafayette, California, US.
You can reach The Foundation Investment Group at +19252985840.
The Foundation Investment Group was founded in 1992, making it 34 years old. The company has established itself as a significant player in its industry over this time.
The Foundation Investment Group has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

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