Fundamental Investment Services, LLC
Fundamental Investment Services, LLC is an SEC-registered ria with $12.2M assets under management (AUM, regulatory AUM), -68% over one year. See who owns Fundamental Investment Services, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 330232, SEC 801-129948, data through 2026-06-23.
- AUM (assets under management / regulatory AUM)
- $12.2M (2026-06-23)
- Firm type
- Ria
- Employees
- 2
- Clients
- 1
- CRD
- 330232
- Ownership
- PLATFORM FL, LLC; GONZALEZ, CARLOS, JAVIER; CANO, GUSTAVO, A.; SANTAMARIA, JOSE, A
How much AUM does Fundamental Investment Services, LLC have?
Fundamental Investment Services, LLC reported $12.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-23).
Who owns Fundamental Investment Services, LLC?
Disclosed owners and executives of Fundamental Investment Services, LLC include PLATFORM FL, LLC, GONZALEZ, CARLOS, JAVIER, CANO, GUSTAVO, A., SANTAMARIA, JOSE, A. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.