Fundamental Investment Services, LLC
● SEC registered since 2024CRD 330232SEC# 801-129948
Reg. AUM
$12.2M
Employees
2
Accounts
1
Location
—
Fundamental Investment Services, LLC assets under management
Fundamental Investment Services, LLC is an SEC-registered investment adviser. The firm has been registered since 2024. It reports $12.2 million in regulatory assets under management and employs 2 people.
Fundamental Investment Services, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carlos Javier Gonzalez | Chief Compliance Officer | Under 5% | 2024 |
| Gustavo A. Cano Control | Chief Executive Officer | Over 75% | 2024 |
| Jose A Santamaria | Chief Investment Officer | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Fundamental Investment Services, LLC manage?
Fundamental Investment Services, LLC reports $12.2 million in regulatory assets under management on its Form ADV.
How many employees does Fundamental Investment Services, LLC have?
Fundamental Investment Services, LLC reports 2 employees.
Does Fundamental Investment Services, LLC disclose fund performance?
Fundamental Investment Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 1-917-495-9582 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$12.2M▼ 64%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 98%
Larger than 2% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$12.2Mregulatory AUM
Discretionary $12.2M