Fundamentum LLC
Legal Name: FUNDAMENTUM, LLC
Full Contact Details
Fundamentum LLC
3750 PARK EAST DRIVE SUITE 200, BEACHWOOD, OH
(866) 553-9882
N/A
Other Info
Fundamentum LLC, registered in May 2016, is a Limited Liability Company in Ohio with 10 employees, including 4 professionals in advisory roles. While the number of clients is unknown, the firm's SEC status is listed as Approved.
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…
Direct Owners
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BARBARA JEAN DULL
DIRECTOR OF BROKERAGE OPERATIONS, NON-MEMBER owns less than 5%
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ERIC ANDREW BEAHN
DIRECTOR OF ADVISORY OPERATIONS, NON-MEMBER owns less than 5%
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JEFFREY ALAN CONCEPCION
CHIEF EXECUTIVE OFFICER owns less than 5%
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JENNIFER KATHRYN PIERONEK
DIRECTOR OF ADVISORY OPERATIONS, NON-MEMBER owns less than 5%
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MATTHEW JAMES DUNN
CHIEF COMPLIANCE OFFICER; NON-MEMBER owns less than 5%
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NANCY EILEEN ANDREFSKY
CHIEF FINANCIAL OFFICER; CHIEF OPERATIONS OFFICER, NON-MEMBER owns less than 5%
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STRATOS WEALTH HOLDINGS LLC
MEMBER owns 75% or more