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Building 2FUNDAMENTAL INVESTMENT ADVISORS, LLC

Map pinSAN FRANCISCO, CA
Phone415-830-4372
NotebookSEC #801-69513
Total AUM
$13.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
456 MONTGOMERY STREET
EIGHTH FLOOR
SAN FRANCISCO
CA 94104
United States
Operating Hours
6AM-4PM
Monday - Friday
Phone
415-830-4372

ReceiptFinancials

Total AUM
$13.2M
Accounts
1
Discretionary
$13.2M
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
PERFORMANCE-BASED ALLOCATIONS

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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