Foundations Investment Advisors LLC

$10.1BAssets under management
as of Sep 2026 · SEC Form ADV
Phoenix, AZ
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Tech stack

No one at Foundations Investment Advisors LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $3.8B held · filed Nov 2024
Fidelity
Per Form ADV · $890M held · filed Nov 2024