Home  >  BrightScope Advisor Pages  >  Fundamentals 1st Advisory LLC

help text

Fundamentals 1st Advisory LLC

Fundamentals 1st Advisory LLC is not an actively registered IAR.

Advisors (0)

help text
No advisors listed.

Firm Assets Under Management

help text
$8.7M
Total Assets
57
Accounts
$152.0K
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

help text
ownership pie chart

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

help text
Name Title Tenure Date
Charles Carmen Carnevale Co-Managing Director 08/01/2001
Julie Cycenas Carnevale Co-Managing Director 08/01/2001
Carl Michael Salvato Co-Managing Director 08/01/2001
Timothy W. Loudin Co-Managing Director 08/01/2001
Gretchen Modrall Schmetter Co-Managing Director 08/01/2001

Affiliated Investment Advisors and Broker Dealers

help text
Name Type Total Assets
Edmp, Inc. IAR $163,642,797

Principal Office & Place of Business

help text

Principal Office

Address:
Phone Number: No Information

Firm Compensation Arrangements

help text

Types of Compensation Arrangements

  • Percentage of Assets