Fundamental Investment Alliance Group, Inc.
Firm details
- Headquarters
- Lutz, Florida
- CRD number
- 131166
- Website
- www.edmpinc.org
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Corporations / Businesses54.91%
- HNWI38.82%
- Individuals6.27%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Fundamental Investment Alliance Group, Inc. is a Florida-registered, independent RIA organized as a corporation and owned by an individual. The firm concentrates on portfolio management for individuals and small businesses and charges fees based on a percentage of assets under management. It does not identify as an ESG investor, is not positioned as a multi-state adviser, and does not list pension consulting or capital-allocation services among its activities. Its industry affiliation is recorded as an investment adviser operating outside of a larger network.
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
- Exchange Traded Equities89%
- Cash & Cash Equivalents11%
Owners & executives
1 of 1
Colton Carnevale
COOCRD 7013737
Contacts
3 of 4
Charles Carnevale
PresidentCRD 41098
James Rickard
AgentCRD 3031126
Charles Neilson
President & OwnerCRD 2694225
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lutz, FL
Hillsborough
Location
Lutz, FL
Headquartered in Lutz, FL, in the South of the United States.
- Region
- South
- County
- Hillsborough
- Address
- 136 Whitaker Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
SCS Asset Management, Inc
RIALutz, FL
Taylor & Williams, Inc.
RIALutz, FL
Edmp, Inc.
RIALutz, FL
Dipaolo Financial Group, Inc.
RIALutz, FL
PFG Private Wealth Management, LLC
RIALutz, FL
Cima Sports & Wealth Management Inc
RIALutz, FL