CRD: 122643
Fundamental Advisors, Inc.
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-23-2003
- Office Locations
- 1
Office Locations
About Fundamental Advisors, Inc.
Fundamental Advisors is a Houston-based RIA providing personalized financial planning, investment planning, and holistic wealth management that integrates portfolio strategy with tax and estate considerations. The firm supports clients through life transitions, with tailored planning for medical professionals (student loans and tax optimization), pre-retirees/retirees, and business owners. Custody relationships include Charles Schwab and Fidelity.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN CHRISTOPHER HARRIS
DIRECTOR, President
- CRD
- #2618746
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,138,552 | -- |
| Non-Discretionary | $1,851,910 | -- |
| Total | $32,990,462 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing