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FOUNDATIONS INVESTMENT ADVISORS LLC
CRD 175083 · SEC 801-100512
4050 E. COTTON CENTER BLVD., SUITE 40, PHOENIX, AZ, 85040, United States
Phone
480-626-2979
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$10.10B
Discretionary AUM
$10.10B
Team
353 total employees; 289 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 23568 | $4.71B |
| High net worth individuals | 6047 | $5.36B |
| Pension/profit sharing plans | 23 | $6.3M |
| Corporations/business entities | 25 | $21.6M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD