FUNDAMENTAL INVESTMENT ALLIANCE GROUP, INC.

RIASEC 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 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

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

    COOCRD 7013737

Contacts

3 of 4
  • CHARLES NEILSON

    President & OwnerCRD 2694225

  • CHARLES CARNEVALE

    PresidentCRD 41098

  • JAMES RICKARD

    AgentCRD 3031126

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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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