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
Killian Dowd (CRD# 7755265) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Braintree, MA and has 1 year of experience in the finance industry.
Casey Elkins (CRD# 7306426) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Renton, WA and has over 3 years of experience in the finance industry.
Richard Everett (CRD# 7615855) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has 1 year of experience in the finance industry.
Jacqueline Fursman (CRD# 7416335) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has over 2 years of experience in the finance industry.
Nicholas Fyntrilakis (CRD# 7360997) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Milford, MA and has over 3 years of experience in the finance industry.
Dominic Glasson (CRD# 7792065) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has 1 year of experience in the finance industry.
Andrew Godfrey (CRD# 1882815) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Aspen, CO and has over 27 years of experience in the finance industry.
Matthew Goolsby (CRD# 7239299) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Wichita, KS and has over 4 years of experience in the finance industry.
Jacob Graff (CRD# 7664785) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Braintree, MA and has 1 year of experience in the finance industry.
Jessica Grosskopf (CRD# 7223247) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Hainesville, IL and has over 4 years of experience in the finance industry.