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Foundations Investment Advisors LLC

EST. AUM
$10,097,715,159

CONTACTS
25

CLIENT ACCOUNTS
63,604

Firm Details

Metro area Phoenix
CRD Number 175083
Website fiwealth.com
Client types

Overview

Foundations Investment Advisors is an SEC Registered Investment Adviser (RIA). As one of the fastest growing RIA firms according to FA Magazine, it employs a team of skilled portfolio managers and provides professional planning services with an actively managed, risk-based focus. The firm believes it’s important to provide the tools for financial advisors to help make efficient, goals-based financial plans for investors. In addition, Foundations Investment Advisors prides itself on making sure the investor experience is an enjoyable one that remains efficient and transparent. The firm encourages people to reach out with any questions, as it is always available.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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