| Name | Title | Ownership | Since |
|---|---|---|---|
| Bryon Rice Control | Owner / Ceo | Over 75% | 2015 |
| Emily Suzanne Reitan | Coo | Under 5% | 2024 |
| Jarrod Dale Florence Control | President | Under 5% | 2022 |
Foundations Investment Advisors LLC reports $7.2 billion in regulatory assets under management on its Form ADV.
Foundations Investment Advisors LLC reports 284 employees.
Foundations Investment Advisors LLC is based in Phoenix, AZ and has been SEC-registered since 2015.
Foundations Investment Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4050 E. Cotton Center Blvd., Suite 40, Phoenix, AZ 85040 |
| Phone | 480-626-2979 |
| Office hours | 5-Sep |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1743404 |
| Discloses disciplinary history | Yes |
| Discretionary | $7.11B |
| Non-discretionary | $72.8M |
| Total (RAUM) | $7.18B |