FUNDAMENTAL ADVISORS LP

NEW YORK, New York·13 registered advisors·CRD# 157899
SEC# 801-732781212-205-5000
01

Firm Overview

AUM
$4.0B
Regulatory assets under management
Employees
38
Total firm employees
Advisors
13
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Other
Compensation
Percentage of AUM
Performance-based fees
Other: REFER TO DISCUSSION OF OTHER FEES IN ITEM 5 OF FORM ADV PART 2A
03

Specialties

Retirement Planning
04

Advisors at FUNDAMENTAL ADVISORS LP

13 registered advisors
Bruce Evan Kayle
NEW YORK, New York
Dana Leigh Scarbrough Fusaris
NEW YORK, New York
Jennifer Michelle Lin
NEW YORK, New York
Justin Mathew Garrod
NEW YORK, New York
Justin Michael Vinci
NEW YORK, New York
Laurence L. Gottlieb
NEW YORK, New York
Mark Dominé
NEW YORK, New York
Michael Moshe Jacobs
NEW YORK, New York
Nathan Jay Hersch
NEW YORK, New York
Robert James Hopper
NEW YORK, New York
Robert Keith Jacobsen
NEW YORK, New York
Robert Leonard Weiss
NEW YORK, New York
Ryan S Keane
NEW YORK, New York
05

Office Locations

NEW YORK, New York
13 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. FUNDAMENTAL ADVISORS LP (CRD# 157899) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.