Foundations Investment Advisors LLC


Assets, Funds, Holdings

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Foundations Investment Advisors LLC
CRD #175083
SEC #801-100512
CIK #1743404
AUM $1.2 BB (94% Disc, 100% US, 2020-03-30)
Employees134 (87% Investors, 0% Brokers)
Address10575 N 114th Street
Scottsdale, AZ 85259
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram]
Total AUM ($MM)
Sector Issuer Cap ($MM) Value ($MM)
ILF 41.6
IYR 41.6
XLK 41.4
IWS 41.0
LQD 40.3
PFF 40.3
PGF 40.2
FXI 34.8
EEM 22.5
MDY 16.1
View All
Holdings by Sector ($)
Comparable Firms State AUM ($BB)
Cloud Capital LLC
OK 1.2
Transcend Wealth Collective LLC
NJ 1.2
The Boston Company Asset Management NY LLC
NY 1.2
Relative Value Partners Group LLC
IL 1.2
Summer Hill Capital Partners LLC
OH 1.2
Vestar Strategic LLC
CO 1.2
American Securities Group Inc
FL 1.2
United Income Inc
DC 1.2
Robertson Stephens Wealth Management LLC
CA 1.2
DHK Financial Advisors Inc
NH 1.2
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