Fortunato Asset Management
RIASEC Registered
Total AUM
$28.8M
Discretionary
$28.8M
100% of AUM
Avg account
$1.2M
Accounts
24
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 170375
- Website
- fortunatofunds.com
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI71.6%
- Corporations / Businesses24.17%
- Individuals4.24%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Fortunato Asset Management is an individually owned LLC that provides discretionary portfolio management to both private clients and institutional accounts. The firm combines traditional equity investing with allocations to pooled products and third-party managers. Its fee arrangements include asset-based fees, fixed fees, and structures that permit performance-based compensation. Fortunato does not identify as an active ESG investor and is not set up as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities70%
- US Government Bonds30%
Owners & executives
1 of 1
Sidney Davis
Chief Investment OfficerCRD 6354408
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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