The Foundation For The Study Of Cycles, Inc. (Albuquerque)

Name: The Foundation For The Study Of Cycles, Inc.
Address: 2929 Coors Blvd Nw Ste 307, Albuquerque, NM, 87120 1425
Telephone: 505-891-8016

The Foundation For The Study Of Cycles, Inc. is a related adviser based in Albuquerque. It manages $25 million of regulatory assets for 150 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of New Mexico.

The Foundation For The Study Of Cycles provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

The Foundation For The Study Of Cycles: assets under management

The assets under management (AUM) of The Foundation For The Study Of Cycles, Inc. is $25 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $166.67 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay The Foundation For The Study Of Cycles, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Albuquerque

The principal office where The Foundation For The Study Of Cycles, Inc. performs its advisory services is located at 2929 Coors Blvd Nw Ste 307, Albuquerque, NM 87120 1425, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 505-891-8016. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at foundationforthestudyofcycles.org/.

The Foundation For The Study Of Cycles, Inc. (Albuquerque)

The Foundation For The Study Of Cycles: assets under management

Fees & Commissions

Based in Albuquerque

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