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Overview

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
    • $135.9M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1K
      Accounts
    • $121.2K
      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

12

name start date
Jeff Junior
July 2012
Laurie Ann Turley
August 2011
Paul William Kendall
October 2018
Joshua Brett Manwaring
September 2017
Sterling Eugene Russell
March 2018

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Foundations Investment Advisors LLC IAR $120,489,676
    Trajan Tax, LLC -- --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Jeffrey Brent Junior Managing Member And Chief Compliance Officer December, 2010 75% or more
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets