Foundations Investment Advisors LLC

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Assets, Funds, Holdings

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Foundations Investment Advisors LLC
CRD #175083
SEC #801-100512
CIK #0001743404
AUM $6.3 BB (2024-08-15)
Employees 240 (78% Investors, 0% Brokers)
Phone480-626-2979
Address4050 E Cotton Center Blvd
Phoenix, AZ 85040
Source [IAPD] [EDGAR] [Website] [Facebook] [Instagram]
Total AUM ($BB)
7.56.04.53.01.50.02009201420192025
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 ($BB)
5.04.03.02.01.00.02017201920222025
AUM Breakdown Accounts AUM ($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]
Form 13D/13G Filer Form 13D/13G Subject Filed
Foundations Investment Advisors LLC First Trust Exchange-Traded Alphadex Fund II [2023-09-11]
Foundations Investment Advisors LLC Innovator ETFS Trust [2023-08-08]
Foundations Investment Advisors LLC Innovator ETFS Trust [2023-08-08]
Foundations Investment Advisors LLC Pacer Funds Trust [2023-07-26]
Foundations Investment Advisors LLC Exchange Listed Funds Trust [2023-01-26]
Foundations Investment Advisors LLC Exchange Listed Funds Trust [2023-01-26]
Foundations Investment Advisors LLC Exchange Listed Funds Trust [2023-01-26]
Foundations Investment Advisors LLC Exchange Listed Funds Trust [2023-01-26]
Foundations Investment Advisors LLC Two Roads Shared Trust [2023-01-26]
Foundations Investment Advisors LLC Exchange Listed Funds Trust [2023-01-26]
View All
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CA 6.3
Shuster Advisory Group LLC
HI 6.3
Centaurus Financial Inc
CA 6.3
Synovus Securities Inc
GA 6.2
One Capital Management LLC
CA 6.2
F L Putnam Investment Management Co
MA 6.2
Thrivent Advisor Network LLC
MN 6.2
GYL Financial Synergies LLC
CT 6.1
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