FUNDAMENTAL INVESTMENT ALLIANCE GROUP, INC.

FUNDAMENTAL INVESTMENT ALLIANCE GROUP, INC. of LUTZ, FL is an SEC-registered investment adviser (CRD 131166). Regulatory assets under management: $10.8M.

Registration

• CRD: 131166
• Type: Registered investment adviser
• Location: 136 WHITAKER ROAD, LUTZ, FL, 33549
• Phone: 813-960-9600
• Latest filing: 2026-04-14
• Regulatory AUM: $10.8M
• Discretionary AUM: $10.8M
• Clients: 4
• Accounts: 9

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 131166 on SEC IAPD (source of record)
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