F
CRD: 330232
Fundamental Investment Services, LLC
NEW York, NY
9174959582
$12.2M Total AUM
$12.2M Disc. AUM
-- 3Y CAGR
2 Employees
1 ADV. Clients
2 yrs Firm Age
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- Custodian
- Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-01-2024
- Office Locations
- 2
Office Locations
777 Brickell Avenue Suite 547 Miami FL
-- NEW York NY
About Fundamental Investment Services, LLC
Fundamental Investment Services, LLC is a NEW York-based RIA with 2 offices. The firm has been operating for 2 years. Managing $12.2M in total assets under management, with 2 advisory representatives. They custody assets with Pershing. Services offered include Asset Management, Insurance, Investment Planning.
Team overview
54 AVG AGE
$6.1M AVG AUM / ADVISOR
$12.2M AVG AUM / CLIENT
2.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
0 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Legacy Eagle Catalyst Element delta
Client Personas
Beacon crest
Investment Themes
Alpha Prime zenith Oak Element
Investment Vehicles
Crest eagle Beacon
Services
Oak Insight signal Radial Frontier crest Prime vital
Owner & Executives
GUSTAVO A. CANO
Chief Executive Officer, Investment Advisor
- CRD
- #5583243
- Ownership
- 75% or more
(375) 948-5973
glacier.bridge@meridiancapital.com
in linkedin.com/in/legacy-vector
C
CARLOS JAVIER GONZALEZ
Chief Compliance Officer
- CRD
- #4294205
- Ownership
- Less than 5%
(337) 979-2572
frontier.bridge@pioneercapital.com
in linkedin.com/in/oak-pioneer
H
Harbor pathway
Legacy quantum ridge
- CRD
- #86265
- Ownership
- 28.9%
(660) 348-2442
pioneer.eagle@frontiercapital.com
in linkedin.com/in/glacier-momentum
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,230,738 | $12,230,738 |
| Non-Discretionary | $0 | -- |
| Total | $12,230,738 | $12,230,738 |
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Separately Managed Accounts
Total SMA Asset: $12,230,738
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,794,508,482 | 100.0% |
| Total | $1,794,508,482 | 100.0% |