FOUNDATIONS INVESTMENT ADVISORS LLC
SEC file number 801-100512
· PHOENIX, AZ
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$6.71B
Discretionary AUM
$6.64B
Employees
240
Clients
—
Firm
- Address
- 4050 E. COTTON CENTER BLVD.
PHOENIX, AZ 85040 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- Guggenheim Investments Foundations Fund-A, L.P. Medium name-match confidence · CIK 2050218 · NY
- FOUNDATION MODEL INVESTMENTS LLC Medium name-match confidence · CIK 2102742 · CA
- Advisers Investment Trust Medium name-match confidence · CIK 1516523 · IL
- Hope Investment Education Foundation Medium name-match confidence · CIK 2082049 · CO
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Guggenheim Investments Foundations Fund-A, L.P. · D/A · May 15, 2026
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Advisers Investment Trust · D · Feb 6, 2026
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Guggenheim Investments Foundations Fund-A, L.P. · D · Jan 15, 2026
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FOUNDATION MODEL INVESTMENTS LLC · D · Jan 14, 2026
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Hope Investment Education Foundation · D · Aug 19, 2025
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Advisers Investment Trust · D · Feb 6, 2025
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Guggenheim Investments Foundations Fund-A, L.P. · D · Jan 23, 2025