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Home > Retirement Planners > arizona > phoenix > FOUNDATIONS INVESTMENT ADVISORS LLC
FOUNDATIONS INVESTMENT ADVISORS LLC
4050 E. Cotton Center Blvd.
Suite 40
Phoenix, Arizona 85040
Tel: 480-626-2979
About FOUNDATIONS INVESTMENT ADVISORS LLC
FOUNDATIONS INVESTMENT ADVISORS LLC, formally registered with the SEC as FOUNDATIONS INVESTMENT ADVISORS LLC. The firm was established in 07/13/2015. They have over 86 offices throughout the country.
FOUNDATIONS INVESTMENT ADVISORS LLC is a Phoenix, Arizona based Financial Planning firm with nearly $6,709,525,290 assets under management, offering retirement planning & investment advisory services to 48764 clients. The firm is staffed with 240 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 175083 |
| SEC# | 801-100512 |
| Assets Managed by Firm | $6,709,525,290 |
| No. of Clients | 48764 |
| No. of Advisors | 240 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 48764 | $6,709,525,290 |
| Individuals (other than high net worth individuals) | 19804 | $3,397,196,649 |
| High net worth individuals | 4200 | $3,295,545,120 |
| Corporations or other businesses | 15 | $16,783,521 |
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