FOOTHILLS ADVISORS, LLC
Firm details
- Headquarters
- CAVE CREEK, Arizona
- CRD number
- 298408
- Registered since
- March 13, 2024
- Website
- www.foothillsadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI66.29%
- Individuals32.54%
- Charitable Organizations0.69%
- Corporations / Businesses0.49%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Foothills Advisors, LLC is an independent registered investment adviser that provides fee-based financial planning, portfolio management for individuals and small businesses, and educational seminars. The firm operates under an owner-type classified as individual and targets both individual & family and institutional clients. Investment activity centers on pooled public funds as the core portfolio sleeve, with managers using mutual funds for broad market exposure and diversification. Foothills is not positioned as an ESG-focused manager, and it does not act as a pension consultant or multi-state adviser. Its advisory approach appears to favor model-driven, manager-sleeve allocations for core equity and fixed income exposure while reserving select private strategies for qualified clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds68%
- Exchange Traded Equities15%
- Other6%
- Cash & Cash Equivalents5%
- Investment Grade Corp Bonds3%
Contacts
3 of 3JEFFREY JONES
PrincipalCRD 5542768
AARON COATES
CCO, Managing MemberCRD 7017086
TIMOTHY MAIEFSKI
Senior Financial AdvisorCRD 2708450
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CAVE CREEK, AZ
MARICOPA
Location
CAVE CREEK, AZ
Headquartered in CAVE CREEK, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- MARICOPA
- Address
- 6702 E Cave Creek Rd
- Time zone
- MT (UTC-7)
- Office locations
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