FUNDAMENTAL INVESTMENT SERVICES, LLC

CRD 330232 · SEC 801-129948

Visit website

NY, United States

Phone

1-917-495-9582

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$12.2M

Discretionary AUM

$12.2M

Team

2 total employees; 2 advisory reps

Clients

—

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-08

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingFINANCIAL CONSULTING AND ASSET ALLOCATION ADVISORY SERVICES

Client types

Type	Clients	AUM
High net worth individuals	1	$12.2M

States served

All web addresses on file

https://www.myfundamental.net/solutions

Official SEC filing: View on IAPD