Foundations Investment Advisors LLC
Legal Name: FOUNDATIONS INVESTMENT ADVISORS LLC
10575 N. 114TH STREET, SUITE 107, SCOTTSDALE, AZ
Full Contact Details
Other Info
Foundations Investment Advisors LLC is legally known as FOUNDATIONS INVESTMENT ADVISORS LLC. It is an AZ Limited Liability Company. This firm has 116 employees, of which 116 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jul 13, 2015.
Direct Owners
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BRYON RICE
OWNER / CEO owns 75% or more
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ERNEST JOHN C'DEBACA
CCO & CLO owns less than 5%
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KYLE MICHAEL MANN
CHIEF FINANCIAL OFFICER owns less than 5%
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DANIEL CLIFFORD BIAGINI
CHIEF DISTRIBUTION OFFICER owns less than 5%
Firms Located Nearby
Top Holdings
Period of report:
Jun 30, 2019
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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