Fortino Wealth Management, LLC
Firm details
- Headquarters
- Overland Park, Kansas
- CRD number
- 344088
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Fortino Wealth Management, LLC is organized as a limited liability company and operates as a small, individually owned advisory business registered in Kansas. The firm provides financial planning and portfolio management services focused on individuals and small-business clients. Its stated fee arrangements include percentage-of-assets-under-management billing and fixed fees. The firm does not identify itself as an active ESG investor, is not a capital allocator, and reports an industry affiliation with an accountant.
Assets & Accounts
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
- Cash & Cash Equivalents100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Overland Park, KS
Johnson
Location
Overland Park, KS
Headquartered in Overland Park, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Johnson
- Address
- 9311 W 113th St
- Time zone
- CT (UTC-6)
- Office locations
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