Foundations Investment Advisors is an investment advisor in Phoenix with $3.17 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
473274207
SEC advisor number
801-100512
FINRA CRD number
175083
AUM ?
$4.69 bn
(as of 24 Oct 23)
Accounts
40,472
(as of 24 Oct 23)
Employees
229
(182 investment advisory or research)
Address
Foundations Investment Advisors
10575 N. 114TH STREET, STE. 107
SCOTTSDALE
AZ 85259
10575 N. 114TH STREET, STE. 107
SCOTTSDALE
AZ 85259
Phone
480-626-2970
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
SC 13G/A
Innovator ETFs Trust
13 Nov 23
SC 13G/A
Exchange Listed Funds Trust
13 Nov 23
SC 13G/A
Two Roads Shared Trust
6 Oct 23
SC 13G/A
Two Roads Shared Trust
6 Oct 23
SC 13G/A
Two Roads Shared Trust
6 Oct 23
SC 13G/A
Two Roads Shared Trust
6 Oct 23
SC 13G/A
Innovator ETFs Trust
6 Oct 23
SC 13G/A
Exchange Listed Funds Trust
6 Oct 23
13F-HR
Quarterly holdings report by institutional manager
5 Oct 23