Fundamentum LLC
Nombre legal: FUNDAMENTUM, LLC
Detalles de contacto completos
Fundamentum LLC
3750 PARK EAST DRIVE SUITE 200, BEACHWOOD, OH
(866) 553-9882
N/A
Otra información
Fundamentum LLC, registrada en mayo de 2016, es una compañía de responsabilidad limitada en Ohio con 10 empleados, incluyendo 4 profesionales en roles de asesoramiento. Aunque se desconoce el número de clientes, el estado de SEC de la empresa aparece como Aprobado.
Fundamentum
Fundamentum offers disciplined investment strategies tailored to align with your unique risk tolerance, goals and objectives. Our portfolios are tactical in nature, allowing us to be nimble and capitalize on opportunities in the marketplace. We also keep costs low and strive to deliver long-term, ri…
Propietarios directos
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BARBARA JEAN DULL
DIRECTOR OF BROKERAGE OPERATIONS, NON-MEMBER posee menos de 5%
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ERIC ANDREW BEAHN
DIRECTOR OF ADVISORY OPERATIONS, NON-MEMBER posee menos de 5%
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JEFFREY ALAN CONCEPCION
CHIEF EXECUTIVE OFFICER posee menos de 5%
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JENNIFER KATHRYN PIERONEK
DIRECTOR OF ADVISORY OPERATIONS, NON-MEMBER posee menos de 5%
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MATTHEW JAMES DUNN
CHIEF COMPLIANCE OFFICER; NON-MEMBER posee menos de 5%
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NANCY EILEEN ANDREFSKY
CHIEF FINANCIAL OFFICER; CHIEF OPERATIONS OFFICER, NON-MEMBER posee menos de 5%
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STRATOS WEALTH HOLDINGS LLC
MEMBER posee 75% o más