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 #1743404
AUM $1.2 BB (94% Disc, 100% US, 2020-03-30)
Employees134 (87% Investors, 0% Brokers)
Phone480-626-2979
Address10575 N 114th Street
Scottsdale, AZ 85259
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram]
Total AUM ($MM)
120596472348224102010201320172021
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 ($)
0.50.40.30.20.10.02018201820192020
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Summer Hill Capital Partners LLC
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American Securities Group Inc
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United Income Inc
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Robertson Stephens Wealth Management LLC
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DHK Financial Advisors Inc
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