FUNDAMENTAL WORKS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2026
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
341173
Registered since
April 14, 2026

Firm profile

FINTRX

Overview

Fundamental Works, LLC is a limited liability company that is SEC-registered (registration year listed as 2026) and is owned by an individual. The firm is identified as the sponsor, general partner and managing member of pooled investment vehicles, indicating its primary role is as a fund manager rather than a traditional advisory firm serving retail clients. It is not flagged as an active ESG investor, not a multi-state adviser, and is not classified as a capital allocator, pension consultant, or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • WILLIAM BAINE

    CRD 6108011

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
200 Park Ave S
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth