Fundamental Investment Services, LLC

RIASEC Registered

Total AUM

$12.2M

Discretionary

0% of AUM

Avg account

$4.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 330232
Registered since: April 26, 2024
Website: www.myfundamental.net
Custodians: MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI100%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Fundamental Investment Services, LLC is an independent registered investment adviser that began SEC registration in 2024. The firm positions itself as a capital allocator for individual and family clients, offering fee arrangements that include both a percentage of assets under management and fixed fees. Its advisory scope covers discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, portfolio services for business or institutional clients, pension consulting, and the selection of other advisers. The firm also identifies as an active ESG investor and allocates to outside managers and private fund structures as part of its implementation toolkit.