FUNDAMENTAL ADVISORS, INC.
Firm details
- Headquarters
- HOUSTON, Texas
- CRD number
- 122643
- Website
- fundamental.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI52.29%
- Individuals40.35%
- Other7.36%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Fundamental Advisors, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves individual and family clients and bills on a percentage-of-AUM basis while also offering hourly charging. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm does not identify as an active ESG investor, is not designated a multi-state adviser, and is not a capital allocator.
Assets & Accounts
Investments & Alternatives
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 Funds46%
- Cash & Cash Equivalents30%
- US Government Bonds15%
- Exchange Traded Equities5%
- State & Local Bonds4%
Contacts
1 of 1JOHN HARRIS
President, DirectorCRD 2618746
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HOUSTON, TX
HARRIS
Location
HOUSTON, TX
Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- HARRIS
- Address
- 3730 Kirby Dr
- Time zone
- CT (UTC-6)
- Office locations
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