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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

89

name start date
Ernest Anthony Baillargeon
June 2015
Danny J Goolsby
March 2016
Marc Montini
November 2016
Jimmy W Hagy
July 2017
Daniel Richard Murphy
December 2017

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Trajan Wealth, L.L.C. IAR $135,900,000

      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