Emergent Fortuity Financial, LLC
Firm details
- Headquarters
- Plantation, Florida
- CRD number
- 299328
- Website
- emergentfortuity.com
- Custodians
- TRADE-PMR INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Emergent Fortuity Financial, LLC is an independent, Florida-registered limited liability company that provides fee-based portfolio management primarily for individuals and small businesses. The firm is owner-operated and charges clients a percentage of assets under management. Its stated activity centers on discretionary portfolio management rather than institutional or pension consulting work. Emergent Fortuity does not identify as an ESG-focused manager and is not organized as a multi-state or related adviser; it also does not position itself as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities40%
- US Government Bonds30%
- Public Funds/Mutual Funds20%
- Cash & Cash Equivalents10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Plantation, FL
Broward
Location
Plantation, FL
Headquartered in Plantation, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Broward
- Address
- 7777 Davie Rd Ext
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Namm Financial LLC
RIAPlantation, FL
Fallenbaum Cpa & Advisors, LLC
RIAPlantation, FL
Abacus Capital Advisors
RIAPlantation, FL
Actitrust Wealth Management LLC
RIAPlantation, FL
Niles Investment Management, LLC
RIAPlantation, FL
Sterling Wealth Advisors, Inc.
RIAPlantation, FL