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Foundations Investment Advisors LLC
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CRD # | 175083 |
SEC # | 801-100512 |
CIK # | 0001743404 |
AUM | $6.3 BB (2024-08-15) |
Employees | 240 (78% Investors, 0% Brokers) |
Phone | 480-626-2979 |
Address | 4050 E Cotton Center Blvd Phoenix, AZ 85040 |
Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
Total AUM ($BB) |
---|
Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
AAPL | 2,382.8 | 0.1 | |
NVDA | 399.6 | 0.1 | |
GLD | 0.0 | ||
MSFT | 1,918.2 | 0.0 | |
AMZN | 1,093.0 | 0.0 | |
Holdings by Sector ($BB) |
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AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 19,728 | 3.7 |
(b) Individuals (high net worth individuals) | 3,242 | 2.6 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 16 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 47,304 | 6.3 |
By Discretionary | ||
Discretionary | 46,610 | 6.2 |
Non-Discretionary | 694 | 0.1 |
Total | 47,304 | 6.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 6.3 | |
Total | 47,304 | 6.3 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001743404] | |
SC 13G | [0001743404] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
The Ameriflex Group Inc
✚
|
NV | 6.5 |
FNB Investment Advisors Inc
✚
|
PA | 6.3 |
Pure Financial Advisors LLC
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|
CA | 6.3 |
Shuster Advisory Group LLC
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|
HI | 6.3 |
Centaurus Financial Inc
✚
|
CA | 6.3 |
Synovus Securities Inc
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|
GA | 6.2 |
One Capital Management LLC
✚
|
CA | 6.2 |
F L Putnam Investment Management Co
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|
MA | 6.2 |
Thrivent Advisor Network LLC
✚
|
MN | 6.2 |
GYL Financial Synergies LLC
✚
|
CT | 6.1 |