Foundations Investment Advisors is an SEC Registered Investment Adviser (RIA). As one of the fastest growing RIA firms according to FA Magazine, we employ a team of skilled portfolio managers and provide professional planning services with an actively managed, risk-based focus. We believe it’s important to provide the tools for financial advisors to help make efficient, goals-based financial plans for investors. In addition, we pride ourselves on making sure the investor experience is an enjoyable one that remains efficient and transparent. Please do not hesitate to reach out with any questions, we are always here. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser.
View Top Employees from Foundations Investment AdvisorsWebsite | https://www.fiwealth.com/our-difference |
Revenue | $5 million |
Funding | $150000 |
Employees | 50 (45 on RocketReach) |
Founded | 2015 |
Address | 4310 E Cotton Center Blvd, Phoenix, Arizona 85040, US |
Phone | (480) 626-2979 |
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Industry | Investment Management, Finance General, Finance |
SIC | SIC Code 67 Companies, SIC Code 673 Companies |
NAICS | NAICS Code 813211 Companies, NAICS Code 81321 Companies, NAICS Code 81 Companies, NAICS Code 813 Companies, NAICS Code 8132 Companies |
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The Foundations Investment Advisors annual revenue was $5 million in 2024.
Lesa Skarlot is the Head Of Operations of Foundations Investment Advisors.
45 people are employed at Foundations Investment Advisors.
Foundations Investment Advisors is based in Phoenix, Arizona.
The NAICS codes for Foundations Investment Advisors are [813211, 81321, 81, 813, 8132].
The SIC codes for Foundations Investment Advisors are [67, 673].