FUNDAMENTAL INVESTMENT ADVISORS, LLC
CRD #148133 SEC #801-69513 SAN FRANCISCO, CA 415-830-4372
SEC Registered
Total AUM
$13.2M
Discretionary
$13.2M
Employees
5
Clients
--
Accounts
1
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 29, 2009
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PANOS, CHRISTOPHER | I | MANAGER; MEMBER; CHIEF COMPLIANCE OFFICER | C | Control |
| SMITH, ABBIE | I | MANAGER; MEMBER | C | Control |
| BUSHMAN, ROBERT | I | MEMBER | A | |
| EVNINE & ASSOCIATES, INC. | DE | MEMBER | A |
Registrations
Federal
IA
Apr 29, 2009 REGISTERED
Address
456 MONTGOMERY STREETEIGHTH FLOOR
SAN FRANCISCO, CA 94104
United States
Phone: 415-830-4372