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Foundations Investment Advisors LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on Aug. 10, 2017
    • $120.5M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1K
      Accounts
    • $90.7K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

103

name start date
Philip Donato Capriotti
August 2016
Joshua D Coia
October 2017
Parker R Holland
October 2018
Philip Christian Bru
March 2019
Jac Michael Arbour
January 2016

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Trajan Wealth, L.L.C. IAR $291,789,586

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Bryon Rice Partner March, 2015 50% to 75%
      Jeffrey Brent Junior Partner March, 2015 50% to 75%
      Kyle Michael Mann Chief Compliance Officer September, 2016 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets