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Building 2FOUNDATIONS INVESTMENT ADVISORS LLC

Map pinPHOENIX, AZ
Phone480-626-2979
NotebookSEC #801-100512
Total AUM
$10.1B
Employees
353
Clients
29,663

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4050 E. COTTON CENTER BLVD.
SUITE 40
PHOENIX
AZ 85040
United States
Operating Hours
9-5
Monday - Friday
Phone
480-626-2979
Other Offices
85

ReceiptFinancials

Total AUM
$10.1B
Accounts
63,604
Discretionary
$10.1B
Accounts
63,604
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
23,568
AUM
$4.7B
HNW Individual Clients
6,047
AUM
$5.4B
Pension/Profit Sharing Plan Clients
23
AUM
$6.3M
Corporation or Business Clients
25
AUM
$21.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation FindingPending Civil ProceedingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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