Fundamental Investment Services, LLC
Firm details
- Headquarters
- ,
- CRD number
- 330232
- Registered since
- April 26, 2024
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Fundamental Investment Services, LLC is an SEC-registered investment adviser formed as an LLC and registered in 2024. The firm focuses on serving individual and family clients and offers portfolio management across multiple client types, including individuals and small businesses, pooled investment vehicles, and business or institutional accounts. It also lists pension consulting among its advisory activities. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm identifies itself as an active ESG investor.
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 Equities100%
Owners & executives
2 of 2
Jose Santamaria
Partner, CIOCRD 4396657
Gustavo Cano
Founder & Chief Exceutive OfficerCRD 5583243
Contacts
1 of 1
Carlos Gonzalez
AttorneyCRD 4294205
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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