Tech stack
No one at Founders Financial Alliance, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
LPL Financial
Per Form ADV · $452M held · filed Oct 2024
Raymond James
Per Form ADV · $135M held · filed Oct 2024
Schwab
Per Form ADV · $113M held · filed Oct 2024