Foundations Investment Advisors LLC
Legal Name: FOUNDATIONS INVESTMENT ADVISORS LLC
10575 N. 114TH STREET, SUITE 107, SCOTTSDALE, AZ
480-626-2979
http://www.fiwealth.com
Frequently Asked Questions (FAQ)
Full Contact Details
Foundations Investment Advisors LLC
10575 N. 114TH STREET, SUITE 107, SCOTTSDALE, AZ
480-626-2979
480-747-9661
Other Info
Foundations Investment Advisors LLC is a registered investment advisory firm based in Arizona with over 116 advisory employees. Although the number of clients they serve is unknown, their SEC status is listed as approved and their registration date is July 13, 2015.
Start Here – Foundations Investment Advisors
Whether you are an advisor or an individual investor, Foundations has information to help you make investments that can help you grow your wealth.
Direct Owners
-
BRYON RICE
OWNER / CEO owns 75% or more
-
ERNEST JOHN C'DEBACA
CCO & CLO owns less than 5%
-
KYLE MICHAEL MANN
CHIEF FINANCIAL OFFICER owns less than 5%
-
DANIEL CLIFFORD BIAGINI
CHIEF DISTRIBUTION OFFICER owns less than 5%
Firms Located Nearby
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- RYZZ CAPITAL MANAGEMENT
- Foothills Asset Management Ltd
- WT Wealth Management LLC
- COLE Wealth Management LLC
- Stonegate Capital Advisors LLC
- Trajan Wealth LLC
- The American Institute FOR Advanced Investment Management LLP
- Capital Wealth Alliance LLC
- RESQ Investment Partners LLC
News
Top Holdings
Period of report:
Jun 30, 2019
|
Effectiveness Date:
Jul 8, 2019
- ISHARES TR BARCLAYS 7 10 YR $58,686k
- ISHARES $58,179k
- INVESCO QQQ TR UNIT SER 1 $52,935k
- VANGUARD INDEX FDS GROWTH ETF $52,910k
- VANGUARD WORLD FD $52,395k
- INVESCO EXCHANGE TRADED FD T $51,154k
- VANGUARD GROUP $43,531k
- ISHARES TR IBOXX HI YD ETF $31,228k
- SELECT SECTOR SPDR $23,490k
- SELECT SECTOR SPDR $23,085k