Fundamental Investment Services LLC

EST. AUM
$12,230,738

CONTACTS
3

CLIENT ACCOUNTS
3

Firm Details

Metro area New York City
CRD Number 330232
Website myfundamental.net
Client types

Overview

Fundamental Investment Services LLC is a U.S.-based financial services firm providing investment advisory and portfolio management solutions to individual and institutional clients. The firm focuses on delivering disciplined, research-driven guidance rooted in fundamental analysis, with an emphasis on identifying long-term value and aligning investment decisions with each client’s risk profile and financial objectives. As a registered investment adviser (CRD# 330232), the firm operates with a fiduciary standard and places strong importance on transparency, client service, and prudent investment oversight. Fundamental Investment Services LLC seeks to support clients through thoughtful market interpretation, personalized planning, and an approach that blends analytical rigor with practical portfolio construction.

Platform Details

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Investment Preferences

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Alternative Activity

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Fundamental Investment Services LLC

Platform Details

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