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Building 2FUNDAMENTAL INVESTMENT SERVICES, LLC

Map pin
Phone1-917-495-9582
NotebookSEC #801-129948
Total AUM
$12.2M
Employees
2
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
1-917-495-9582
Other Offices
1

ReceiptFinancials

Total AUM
$12.2M
Accounts
1
Discretionary
$12.2M
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
1
AUM
$12.2M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio Management
Other Services
FINANCIAL CONSULTING AND ASSET ALLOCATION ADVISORY SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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