Fundamentum, LLC

Fundamentum, LLC (CRD# 283850) is a financial advisory firm headquartered in Beachwood, OH. They manage $2,846,290 in 17 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $167,429
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Fundamentum, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Chad D. Roope
CRD#: 5223517
3750 Park East Drive Suite 200, Beachwood, OH 44122
96
Wealthminder
score

Chad Roope (CRD# 5223517) is an Investment Advisor Representative working at Fundamentum, LLC in Beachwood, OH and has over 11 years of experience in the finance industry.

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