Sugar Land, TX Sugar Creek Center Blvd Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$10,069,831,369
ClientsTotal clients
29,615
AdvisorsAdvisors at this office
2
Of 295 advisors across 179 offices
Location
52 Sugar Creek Center Blvd, Ste 300
Sugar Land TX 77478
Advisors at this office
2
Advisors at this office
Douglas H
Series 63, Series 66
Sugar Land, TX
Foundations Investment Advisors LLC
Douglas Horne is a financial advisor at Foundations Investment Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Alphastar Capital Management LLC and SageGuard Financial Group, LLC. Outside of his advisory role, he is an independent insurance agent operating Aspen Wealth Management/Dollars and Sense Radio. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis along with model portfolios and an asymmetric rebalancing approach.
Machi H
Series 65
Sugar Land, TX
Foundations Investment Advisors LLC
Machi Horne is a financial advisor at Foundations Investment Advisors LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Aspen Wealth Management, Southwestern University, and Second Baptist High School. In addition to advising, she is licensed as an insurance agent and spends time working in that capacity. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a mix of fundamental, technical, and cyclical analysis, uses model portfolios with an asymmetric rebalancing strategy, and offers a range of affiliated services including legal, insurance, and tax support.
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