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FOUNDATIONS INVESTMENT ADVISORS LLC
4050 E. Cotton Center Blvd.
Suite 40
Phoenix, Arizona 85040
Tel: 480-626-2979
About FOUNDATIONS INVESTMENT ADVISORS LLC
FOUNDATIONS INVESTMENT ADVISORS LLC, formally registered with the SEC as FOUNDATIONS INVESTMENT ADVISORS LLC. The firm was established in 07/13/2015. They have over 86 offices throughout the country.
FOUNDATIONS INVESTMENT ADVISORS LLC is a Phoenix, Arizona based Financial Planning firm with nearly $4,694,256,189 assets under management, offering retirement planning & investment advisory services to 40472 clients. The firm is staffed with 229 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 175083 |
| SEC# | 801-100512 |
| Assets Managed by Firm | $4,694,256,189 |
| No. of Clients | 40472 |
| No. of Advisors | 229 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 40472 | $4,694,256,189 |
| Individuals (other than high net worth individuals) | 17491 | $2,780,895,352 |
| High net worth individuals | 2904 | $1,902,985,961 |
| Charitable organizations | 1 | $294,780 |
| Corporations or other businesses | 12 | $10,080,096 |
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