Foundations Investment Advisors LLC

Overview

Foundations Investment Advisors LLC is an SEC registered investment adviser based in Phoenix, AZ, registered since 2015. It reports $10.1B in assets under management across 63,604 accounts, with 353 employees. It has 288 investment adviser representatives.

Reported AUM

$10.1B

Discretionary

100%

Accounts

63,604

Average account

$159K

Employees

353

Advisory reps

288

Registered since

2015

Jurisdictions

52

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 4

• Kyle Michael Mann Chief Executive Officer, Chief Financial Officer CRD 4576681
• Jarrod Dale Florence President CRD 7595261
• Joshua Ryan Cooksey Chief Operating Officer CRD 6563952

1 more executive officer, with direct contact details

Advisory reps 3 of 288

• Ricardo Odayne Alliman Insurance Agent · Investment Adviser Rep CRD 7569994
• Joseph Arthur Anderson Insurance Agent · Investment Adviser Rep CRD 6353257
• Daniel J Andreotta Insurance Agent · Investment Adviser Rep CRD 7196958

285 more advisory reps, with emails, phones and branch locations

Location

Headquarters

4050 E Cotton Center Blvd Ste 40
Phoenix, AZ 85040

County

Maricopa

Metro area

Phoenix-Mesa-Chandler, AZ

Region

West

Registrations

• SEC registered
• Registered in 52 jurisdictions
• Website: fiwealth.com

Every state, with registration dates

Similar firms near Phoenix

• DynamicPhoenix, AZ$5.6B AUM
• Smead Capital Management, Inc.Phoenix, AZ$5.5B AUM
• Tfo Family Office PartnersPhoenix, AZ$5B AUM
• Sovereign Investment Advisors LLCPhoenix, AZ$3.3B AUM
• PFG AdvisorsPhoenix, AZ$3.3B AUM