RIA Intel›Advisers›Arizona›FOUNDATIONS INVESTMENT ADVISORS LLC

FOUNDATIONS INVESTMENT ADVISORS LLC

Advisory

N·PHOENIX, AZ

Data as of Mar 26, 2026 · Source: SEC Form ADV

Total AUM
$10.1B
1-Year AUM Growth
+32.0%
3-Year CAGR
+31.3%
Employees
289
Assets Under Management
Total AUM$10.1B
Discretionary AUM$10.1B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients25,166
Team
Total Employees289
Investment Advisers353
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record67
First FilingJun 30, 2015
Latest FilingMar 26, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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