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| Foundations Investment Advisors LLC
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|---|---|
| CRD # | 175083 |
| SEC # | 801-100512 |
| CIK # | 0001743404 |
| AUM | $10.1 B (2026-06-12) |
| Employees | 353 (82% Investors, 0% Brokers) |
| Phone | 480-626-2979 |
| Address | 4050 E Cotton Center Blvd Phoenix, AZ 85040 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.2 | ||
| Apple Inc | 0.2 | ||
| Alphabet Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Ciena Corp | 0.1 | ||
| SPDR Gold Trust | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Citigroup Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 23,568 | 4.7 |
| (b) Individuals (high net worth individuals) | 6,047 | 5.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 23 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 25 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 63,604 | 10.1 |
| By Discretionary | ||
| Discretionary | 63,604 | 10.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 63,604 | 10.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 10.1 | |
| Total | 63,604 | 10.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001743404] | |
| SC 13G | [0001743404] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Great Valley Advisor Group LLC
✚
|
DE | 10.6 |
|
Gregory J Schwartz & Co Inc
✚
|
MI | 10.5 |
|
Shuster Advisory Group LLC
✚
|
CA | 10.3 |
|
Planmember Securities Corporation
✚
|
CA | 10.1 |
|
Fiduciary Counselling Inc
✚
|
MN | 10.1 |
|
Choate Investment Advisors LLC
✚
|
MA | 10.0 |
|
Intellicents Investment Solutions Inc
✚
|
MN | 9.9 |
|
Forvis Mazars Wealth Advisors LLC
✚
|
MO | 9.8 |
|
The Ameriflex Group Inc
✚
|
NV | 9.7 |
|
Seven Post Investment Office LP
✚
|
CA | 9.6 |