Fundamental Global Investors, LLC
Fundamental Global Investors, LLC (CRD# 164299) is a financial advisory firm headquartered in Mooresville, NC. They manage $127,809,082 in 15 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Fundamental Global Investors, LLC
By the Numbers
-
Total Assets Under Management128MILLION
-
Total Number of Accounts15ACCOUNTS
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Average Account Value$8,520,605
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NC, VI
Financial Advisors at Fundamental Global Investors, LLC
No Advisor Found.
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