Fundamental Investment Alliance Group, Inc.

RIAState Registered
Total AUM
$10.8M
Discretionary
$10.8M
100% of AUM
Avg account
$1.2M
Accounts
9
Employees
4
Advisory reps
5

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

FINTRX

Overview

Fundamental Investment Alliance Group, Inc. is a Florida-registered, independent RIA organized as a corporation and owned by an individual. The firm concentrates on portfolio management for individuals and small businesses and charges fees based on a percentage of assets under management. It does not identify as an ESG investor, is not positioned as a multi-state adviser, and does not list pension consulting or capital-allocation services among its activities. Its industry affiliation is recorded as an investment adviser operating outside of a larger network.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 89%, Cash & Cash Equivalents 11%89%
  • Exchange Traded Equities89%
  • Cash & Cash Equivalents11%

Owners & executives

1 of 1
  • Colton Carnevale

    Colton Carnevale

    COOCRD 7013737

Contacts

3 of 4
  • Charles Carnevale

    Charles Carnevale

    PresidentCRD 41098

  • James Rickard

    AgentCRD 3031126

  • Charles Neilson

    President & OwnerCRD 2694225

Unlock 1 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth