Foundations Investment Advisors LLC
Foundations Investment Advisors LLC (CRD# 175083) is a financial advisory firm headquartered in Phoenix, AZ. They manage $5,442,145,599 in 42,079 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management5,442MILLION
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Total Number of Accounts42,079ACCOUNTS
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Average Account Value$129,332
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Eric Mooney (CRD# 7616699) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Ripon, CA and has 1 year of experience in the finance industry.
Thomas Moore (CRD# 7411807) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has 1 year of experience in the finance industry.
Kyle Mortimer (CRD# 7872684) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Braintree, MA and has 1 year of experience in the finance industry.
Julia Newton (CRD# 4998572) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Kansas City, MO and has over 15 years of experience in the finance industry.
Jonathan O'reilly (CRD# 7354933) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has over 3 years of experience in the finance industry.
Joseph Pate (CRD# 7777273) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Lincoln, RI and has 1 year of experience in the finance industry.
Jeffrey Perry (CRD# 7025848) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has 1 year of experience in the finance industry.
Ryan Pitard (CRD# 7254905) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Nashua, NH and has 1 year of experience in the finance industry.
James Pollack (CRD# 7306912) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Birmingham, MI and has over 3 years of experience in the finance industry.
Austin Porchelli (CRD# 7226292) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in West Springfield, MA and has over 3 years of experience in the finance industry.