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Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-01-2024
- Office Locations
- 2
Office Locations
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.
Reported data analysis
What the numbers show
Between February 5, 2025 and June 23, 2026, reported AUM decreased 68.1%, from $38.4M to $12.2M.
Across 3 reported observations, AUM decreased 63.8% between November 25, 2024 and June 23, 2026, from $33.8M to $12.2M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 1 clients, or 0.5 clients per representative. That equates to $12.2M in reported AUM per client.
The profile lists 2 reported office locations and 2 years in operation. The source data was last updated on June 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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The full Fundamental Investment Services, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
GUSTAVO A. CANO
Chief Executive Officer, Investment Advisor
- CRD
- #5583243
- Ownership
- 75% or more
CARLOS JAVIER GONZALEZ
Chief Compliance Officer
- CRD
- #4294205
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| 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
SMA allocation detail is available
Fundamental Investment Services, LLC has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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