FUNDAMENTAL INVESTMENT ALLIANCE GROUP, INC.
Firm details
- Headquarters
- LUTZ, Florida
- CRD number
- 131166
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Corporations / Businesses54.91%
- HNWI38.82%
- Individuals6.27%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Fundamental Investment Alliance Group, Inc. is an individually owned corporate adviser that provides portfolio management services for individuals and small businesses. The firm charges fees as a percentage of assets under management and reports no status as a multi-state or pension consultant adviser. It does not identify as an active ESG investor and is classified as unclassified in available data. Reported business activity centers on managing discretionary portfolios rather than operating as a capital allocator or a related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities89%
- Cash & Cash Equivalents11%
Owners & executives
1 of 1Colton Carnevale
COOCRD 7013737
Contacts
3 of 4CHARLES NEILSON
President & OwnerCRD 2694225
CHARLES CARNEVALE
PresidentCRD 41098
JAMES RICKARD
AgentCRD 3031126
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LUTZ, FL
HILLSBOROUGH
Location
LUTZ, FL
Headquartered in LUTZ, FL, in the South of the United States.
- Region
- South
- County
- HILLSBOROUGH
- Address
- 136 Whitaker Rd
- Time zone
- ET (UTC-5)
- Office locations
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